Tencent Likely Had Good Online-Gaming Business Growth: Eastspring

The video discusses the growth of online gaming and e-commerce during COVID-19, focusing on Tencent's performance and future guidance. It compares PE ratios across the industry, highlighting Tencent and Alibaba. The video also examines risks from US-China trade tensions and potential virus resurgence, and the impact of negative interest rates on Asian assets. Finally, it explores evolving investment strategies in tech and healthcare sectors, considering the effects of 5G and IoT developments.

What factors are contributing to the growth of online gaming businesses during the first quarter?

How has COVID-19 impacted online advertising for companies like Tencent?

What is the significance of the guidance for the second quarter in relation to online platforms and payment gateways?

Discuss the implications of the current PE ratio for Tencent compared to its historical averages.

What are the potential risks associated with the resurgence of US-China trade tensions?

How might negative interest rates in the US affect Asian assets?

What investment strategies are being considered in light of the current market conditions?