Tag Archives: Tencent

Three Kingdoms of China's Internet

While China’s Internet is already dominated by power players in a way that the US Internet is not, investment bank CLSA sees further consolidation through lose alliances. A recent report by the investment bank describes the evolution of China’s Internet as a sort of “Three Kingdoms”, the classic piece of literature about the fluid alliances

Social Media's Silent Giants: Naspers and DST

Naspers and DST are not household names, but they have long fascinated me for their huge level of ownership and influence over Social Media globally. If the global evolution of Social Media interests you, watch these companies. They have a track record of being smart, fast and highly intelligent investors. Their strategy: Arbitrage Internet experience