“Extend the runway” – Why Tencent is still undervalued
Tencent’s flywheel model is driving sustained growth — and the market still doesn’t fully appreciate it. Andrew Macken explains why Tencent’s long-term runway is far from over.
History shows the stock market can be wildly wrong. Is it now wrong on AI and China?
Explore cases where stock prices diverge from intrinsic value, and learn how to navigate market mispricing by staying focused on business fundamentals. Discover insights on areas of potential mispricing today and the importance of anchoring investment decisions in fundamentals, not stock prices.
Are Alibaba shares oversold?
We do not argue that investing in China isn’t ‘risky’ per-se, but rather, investors are likely to be well-compensated for taking those risks. Looking at Alibaba, the reward to risk ratio is particularly strong making it a compelling investment opportunity.
Why you shouldn’t give up on investing in China – 5 steps to profiting in China
Many investors are now asking: is China too risky for foreign investors? We feel the answer lies in not avoiding China. But to invest in China properly. Read Montaka’s 5 steps to profiting in China.