Tencent Holdings (HKG:0700) in Artisan Sustainable Emerging Markets Fund Q2 2024

Leveraging Digital Ecosystem for Sustainable Growth

Apr 15, 2025

Summary

Strong position in social media and gaming sectors.
Expanding cloud services and fintech operations.
Regulatory challenges in China pose significant risks.
Recent performance driven by recovery in advertising revenue.
Future outlook hinges on innovation and regulatory adaptation.

In the Artisan Sustainable Emerging Markets Fund Q2 2024 commentary, Tencent Holdings (HKG:0700, Financial) was highlighted for its robust digital ecosystem, which spans social media, gaming, cloud services, and fintech. The fund, managed by Maria Negrete-Gruson and her team, emphasized Tencent's strategic positioning in the rapidly evolving digital landscape of China.

"Tencent's ability to integrate its diverse digital services creates a unique competitive advantage, allowing it to capture a significant share of user engagement and monetization opportunities. However, the company faces ongoing regulatory scrutiny, which requires careful navigation to sustain its growth trajectory." — Artisan Sustainable Emerging Markets Fund, Q2 2024 Fund Letter

Read full letter at gurufocus artisan sustainable emerging markets fund q2 2024 commentary 2024 Q2 page.

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