Tencent Is 'Very, Very Attractive,' Jennison Associates' Baribeau Says

The video discusses market valuations, highlighting optimism despite fears, and examines the impact of the trade war and Brexit on market expectations. It suggests focusing on companies with strong secular growth, particularly in the tech sector, as a safer investment strategy. The analysis includes a detailed look at the Chinese tech sector, emphasizing Tencent's recovery and growth potential.

What factors contribute to the optimism in the current market environment despite the existing fears?

How do the trade war and Brexit impact market expectations according to the discussion?

What investment strategy is suggested in light of macroeconomic uncertainties?

What is the significance of Tencent's advertising business growth in the context of the Chinese market?

What are the expectations for revenue growth for Tencent moving forward?