Cyrus Mewawalla

Managing Director, CM Research
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Jonathan Fenby

Chairman, China team and Managing Director, European Political Research
+44 20 7246 7880

Dian Qu

Analyst, China Research
+44 20 3137 7263

Caspar Wood

TMT Analyst
+44 (0) 20 3137 7269

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Recent China research

* China Watch: Strong global growth a tailwind for China's deleveraging, Michelle Lam, Trey McArver, Larry Brainard, 14 Dec 2017
* China Watch: Outlook for 2018, Larry Brainard, Trey McArver, Michelle Lam, 7 Dec 2017
* China Perspective: North Korea scores, US stuck, Jonathan Fenby, 1 Dec 2017
* China Watch: The profit cycle – still some way to go, Michelle Lam, Trey McArver, Larry Brainard, 30 Nov 2017
* China Watch: China’s road to an automotive superpower, Michelle Lam, Trey McArver, Larry Brainard, Kingsmill Bond, 23 Nov 2017

See all our China research >>

China’s social media


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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