Tag Archives: TCEHY

Emerging Money Chinese Internet Index (EMCHI) Rebalance

We have made the following adjustments to the EMCHI as of April 15th:  Baidu (BIDU, quote) and Tencent (TCEHY, quote) as mega-cap plays in the index already occupy the two largest weightings but have seen healthy pullbacks to core support and remain the best mix of proven revenue growth and valuation attractiveness. 

Charts China Emerging Markets Insight Emerging Money Index Tim Seymour

Sina Files $500m IPO in US

Sina (SINA, quote), the Chinese internet media company with four primary business including Sina Weibo, “China’s Twitter” has filed documents to list on a US exchange in the coming weeks/months.  With all the fanfare surrounding social media around the world, this filing has been highly anticipated.  Clearly the performance of other Chinese internet companies like BIDU (BIDU, quote, the “Google of China”) and Tencent (TCEHY, quote) has rewarded western investors for their faith in the growth coming from China’s massive internet opportunity.

China Internet Investing