Cyrus Mewawalla

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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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Recent China research

* China Watch: Resilience as headwinds are building, Michelle Lam, Trey McArver, Jon Harrison, 17 Aug 2017
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* China Watch: Why the growth path will be bumpier after the Party Congress, Bo Zhuang, Jon Harrison, Trey McArver, 10 Aug 2017
* Korean crisis grows more dangerous, Jonathan Fenby, 9 Aug 2017
* China Watch: Corporate earnings recovery boosts sentiment, Bo Zhuang, Larry Brainard, Trey McArver, 3 Aug 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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