Category Archives: Tencent

Investors have a too-short view on Tencent – Matthew Brennan

Tencent’s shares moved like a roller coaster, but that reflects more the short-term sentiments of investors than changes in the company’s prospects, says Tencent watcher Matthew Brennan to Global Times.

How Jack Ma changed China – William Bao Bean

Traditionally China’s youngsters wanted a job with the government, but Alibaba’s Jack Ma changed that perspective and starting a startup became the choice of many, says William Bao Bean, a Shanghai-based partner at venture capital firm SOS, one of the largest VC’s, to Bloomberg. How Jack Ma changed China.

JD.com shareholders are getting nervous – Shaun Rein

While the criminal case for sexual harassment against JD.com CEO Richard Liu is still unclear, to say the least, its shareholders are getting nervous, says financial analyst Shaun Rein, and author of…

Fighting WeChat: a tough challenge – Matthew Brennan

Bullet Messenger profiled itself last week at a competitor of WeChat, and got a lot of interest, certainly from investors. But its mission might be very tough to achieve, says WeChat expert Matthew Brennan at PYMNTS. “This is not a WeChat killer.”

How QQ gets a second life – Matthew Brennan

Tencent’s QQ has been the granddaddy of the Chinese internet and seemed on the way out, but is making a comeback, says Tencent expert Matthew Brennan at the South China Morning Post. With a slew of new features QQ has become attractive for the younger internet users.

Tencent’s investment strategy disclosed – Matthew Brennan

Tencent’s investment strategy is mostly a black box, where observers try to find a red line by looking at what the internet giant is doing. Tencent analyst Matthew Brennan got the unique possibility to discuss those issues with Tencent Investment Partnership Manager, Li Zhaohui, and published a translation on China Channel.

The threat for Tencent: competitors like Bytedance – Matthew Brennan

China’s internet giant Tencent had a rocky week with less than stellar quarterly figures and a government ban of a successful game. But while Tencent keeps on doing well, English language media have missed a major threat for Tencent, says internet expert Matthew Brennan on his China Channel website. Competitors like Bytedance and Tik Tok undermine the giant, he says.

Why JD.com is in trouble, and Tencent not – Shaun Rein

JD.com reported bad figures, after also Tencent, and according to business analyst Shaun Rein, author of The War for China’s Wallet: Profiting from the New World Order talking to Bloomberg, JD.com is in trouble because of its now obsolete technology, while competition is heating up. More established players like Tencent and Alibaba face less trouble since they can diversify easier over different industries.

WeChat: huge and still growing – Matthew Brennan

Tencent’s WeChat has become the largest national platform in China. But despite its one billion monthly active users, the platform is only starting to grow and monetize its base, for example by using its mini-WeChats, says WeChat expert Matthew Brennan to the South China Morning Post.

The China take on digital transformation

Digital transformation is key in the planning of companies, governments and individuals, as the world is changing beyond recognition. But for the world outside China it often remains unclear how the most innovative country is going to influence their digital future. 

Speakers at the China Speakers Bureau can help you to make sense out of this often disruptive change of the world. Here we bring together a group of leading experts on China and how its digital transformation is going to change the world outside China too.