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Jonathan Fenby

Chairman, China team and Managing Director, European Political Research
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Dian Qu

Analyst, China Research
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Caspar Wood

TMT Analyst
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China’s social media

Overview

This is the first of a series of research notes published in conjunction with CM Research, a specialist in TMT global themes.

Mobile, Social, Cloud and Big Data are the four biggest investment themes sweeping across the global technology sector. A handful of Chinese internet companies, such as Tencent (700 HK), Sina (SINA US) and Renren (RENN US) are particularly well placed to benefit from the social theme because they operate in a protected market in which Facebook (FB US),...

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