tencent

As the market questions the return on investment on Artificial Intelligence capex - Tencent demonstrates the power of its digital eco-system

Each one is carving out a niche that is both commercially relevant and well-aligned to the broader investment case for AI.

We have so far looked into the reasons driving a recent sell-off in Chinese tech, as well as what the future holds for the sector. Many stocks remain at heavy...

Many foreign investors were shocked in late July when Chinese policymakers announced a ban on for-profit tutoring of specific school subjects. It followed a regulatory...

For the majority of 2021, Chinese equities have underperformed the US and Europe as economic and regulatory fears cast a shadow over companies operating in the world’s...

While the risks from Tencent being based in China are salient in investor’s minds at present, with many Chinese tech stocks seeing material share price declines, we...

We’ve all heard of Alibaba and Tencent and we’ve also all heard that we should reconsider investing in China due to regulation fears. So what if we told you that...

When it comes to the crème de la crème of the investment world, very few companies compete with the likes of Tesla, Tencent and Microsoft. Those who invested in these...

It wasn’t that long ago that investing in Asia was a foreign concept to most investors. More recently, the rise of national champions like Alibaba, Tencent and...

Markets have rebounded strongly from their March lows, despite entering one of the deepest economic downturns in history. But that’s not the whole story. We have...

Mobile payment penetration in China is over 80%, well ahead of the West. So ubiquitous is the technology that beggars on the street often use QR codes rather than...

China has implemented a number of initiatives in its quest to open up its capital markets, including the Nasdaq-style STAR board that plays host to science and tech...

China’s “Made in China 2025” policy aims to make the country the dominant force in global high-tech manufacturing. And while most investors can name Alibaba and...

The U.S. has led global markets over the past decade and it continues to dominate the investment landscape. With its continuing economic strength, many investors see...

Charlie Aitken has a simple investment philosophy: Build a concentrated portfolio of the world's best companies in structural growth sectors. And for this week’s...

Apple made history on 2 August 2018, becoming the first company ever to reach one trillion US dollars in market value. Five weeks later Amazon followed, crossing the...

Why now? This is what Japanese football fans asked themselves on the eve of the current edition of the FIFA World Cup. The Japanese Football Federation had just sacked...

The CEO of Google, Sundar Pichai, recently said that Artificial Intelligence (AI) is: "one of the most important things humanity is working on, it is more profound...

Three of Australia’s leading fund managers explain how they are approaching investing at this late stage of the cycle. Our panellists discuss whether we’re already in...