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Want Tencent exposure, but pay 28% less? Look at Prosus

May 3, 2021

We discuss why buying into Prosus (Tencent’s largest shareholder) is currently preferred in our view compared to buying Tencent directly.

Ant Group IPO – Is it a Buy?

October 28, 2020

We find Ant Group’s valuation modestly attractive, backed by decent growth potential across its various business verticals.

Key Takeaways from Fireside Chat with Ray Dalio

July 6, 2020

The Founder of the World’s Largest Hedge Fund shared his views on the current economic recovery, the market impact from Central Bank actions and the best store of wealth in this environment.

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