Aberdeen Standard Sees 'Encouraging Signs' in Tencent

The video discusses the Asia Pacific Equity Fund, focusing on Tencent's financial performance and growth prospects. It compares Tencent with Alibaba, highlighting the valuation gap and future growth drivers like Fintech and advertising. The video also explores Tencent's transition into the Internet of Things and industrial internet, and outlines investment strategies in the tech sector, including positions in TSMC and Samsung.

What are some of the long-term growth drivers for Tencent mentioned in the video?

• Real estate and construction

• Fintech and gaming

• Automobile manufacturing

• Retail and e-commerce

How does Tencent's performance compare to Alibaba according to the video?

• Tencent is not compared to Alibaba

• Tencent and Alibaba have similar performance

• Tencent has outperformed Alibaba

• Tencent has underperformed Alibaba

What are some of the areas Tencent is transitioning into?

• Agriculture and food processing

• Internet of Things and industrial Internet

• Fashion and textiles

• Healthcare and pharmaceuticals

What impact does the current economic environment have on Tencent's advertising?

• It will lead to a decrease in advertising costs

• It is expected to boost advertising

• It has no impact on advertising

• It is expected to negatively impact advertising

Which companies are mentioned as part of the technology hardware side in the Asia Pacific Fund?

• Sony and Panasonic

• Apple and Microsoft

• Intel and AMD

• TSMC and Samsung Electronics