NETTF News and Press, NetEase Inc From 08/18/22

The following slide deck was published by NetEase, Inc. in conjunction with their 2022 Q2 earnings call. For further details see: NetEase, Inc. 2022 Q2 - Results - Earnings Call Presentation

Fisher’s 13F portfolio value decreased from ~$165B to ~$141B in Q2 2022. Johnson & Johnson and Capital One Financial were increased while reducing Eli Lilly and Novo Nordisk this quarter. The top three positions are Apple, Microsoft, and Amazon. They add up to ~15% of t...

Leading tech companies were suddenly slapped with fines earlier this month for failing to properly report past M&A transactions. The penalties were relatively small, but were enough to stoke concern about a return to the crackdown that shook the market last year. Evidence is m...

Releasing two top July stocks from the MDA Growth and Dividend Breakout long-term portfolio and ten top samples from prior portfolios. The current January dividend portfolio is down -9.11% in the first half of the year, beating the S&P 500 by +11.47% and the Nasdaq by +20.4% in th...

Harding Loevner is an investment manager that invests primarily in publicly traded global equities. We were founded in 1989 by former managers for the Rockefeller family. Harding Loevner is a Delaware limited partnership. We operate independently of Affiliated Managers Group. The Glob...

It was an excruciating week of a severe emotional storm with the share prices undergoing a rollercoaster ride. A deluge of news, speculations, and commentaries overwhelmed the mind. The massive and synchronized sell-off of Chinese equities was akin to a Golden Slam for the critics. It...

FOMC's emerging hawkish stance led to a broad sell-off which also negatively impacted Chinese equities but growth stocks saw renewed favor. The KWEB ETF seemed to have taken the brunt of selling by investors fearing a regulatory crackdown on internet companies that has widened in reac...