Our Tech Portfolio Update: Maintain Overweight on Digital; Structural Trends Are Accelerating
During the month of April, we saw a broad-level recovery in asset prices on optimism of countries around the world beginning to ease lockdowns and...
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Accumulate: Tencent Increasing Stake Confirms Strong Outlook for Huya & Esports
Tencent has exercised its option to increase its stake in Huya, buying shares from JOYY. This action was part of our initial investment thesis in...
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International Lessons from China: JOYY Shows How Companies Can Thrive During COVID-19
JOYY's latest results and developments highlight how businesses can continue to thrive even during the current pandemic and related lockdowns. The...
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Our Tech Portfolio Update: Holding Up Better Than Relevant Indices So Far
Since we published our initial China tech portfolio piece, markets have collapsed as the COVID-19 outbreak evolved into a global pandemic.It...
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China Tech Portfolio: The Stocks We Own
In this note, we highlight our equity portfolio in China Tech today. We have invested our personal assets in all the following companies and...
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