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General - 12 November 2020

Ingham Analytics has introduced another thematic analysis called China Tech with the first note entitled “Anti-Trusted.” With Prosus and Naspers being so dominant on the JSE and with growing interest in investing directly in Chinese tech companies such as Tencent and Alibaba, Ingham Analytics are shifting more of their analytical gaze toward this huge and growing sector. These stocks sold off heavily this week on regulatory concerns. Ingham Analytics highlight in this note the relevant implications.

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