Tencent Music Entertainment: Still A Buy With Spotlight Beyond Subscriber Growth

Core Insights - The article discusses the investment focus on consumer discretionary and financial services sectors in the US and China, highlighting a long-biased and China-biased portfolio strategy [1] Group 1: Investment Focus - The company is concentrating on consumer discretionary and financial services sectors [1] - The investment time frame is set between 0.5 to 2 years [1] - There is an intention to diversify the portfolio globally while maintaining a bias towards China [1]