Tencent Sets in Motion a Sensible Huya DouYu Merger
After much media speculation, Tencent Holdings (700 HK) finally showed its hand by proposing that HUYA Inc (HUYA US) and Douyu International...
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U.S. Equity Strategy - Bullish Outlook Intact
Considering the absence of breakdowns for the major indexes and for individual Sectors, along with the Fed covering investors’ backs, we continue...
388 Views
JOYY: Ignore Noise of US Ban on Chinese Social Media, Internationalization Thesis Intact
JOYY's stock price fell sharply by 6.3% when news broke of a potential ban on Chinese social media in the USA. We believe the impact of this news...
375 Views
Our Tech Portfolio Update: COVID Winners Reaping Rewards, Niu Soars 80%+
Niu Soars as Market Finally Appreciating EV Micromobility Amidst COVID; Momo Loses Ground to CompetitorsThe months of May and June saw a...
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Tencent & Alibaba Are Both Globalizing E-Comm Livestreaming; Here's Why Tencent Can Win
China's 618 festival highlighted the importance and success of e-commerce live streaming as a channel for brands in a post-COVID world. With the...
337 Views