Stocks 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.
Stocks 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.
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