A 25-year-old tech company that strategically moves with the dao, methodically and effectively overtaking competitors in different segments. Out innovates the rest. P E 20 at the moment. Not cheap not expensive. Good stable addition to the portfolio, correlates strongly with the whole China strategy

• WeChat Pay surpassed Alipay
• WeChat’s Video surpassed Douyin
• WeChat’s search function surpassed Baidu
• WeChat is venturing into e-commerce also