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Harding Loevner Emerging Markets Equity's investment thesis on Tencent Holdings Limited ($0700.HK) — Q2 2026 | Buyside Digest

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$0700.HKNASDAQTencent Holdings Limited

NEUTRAL

Harding Loevner Emerging Markets Equity—0700.HK

Fund Letter

Q2 2026

Published July 21, 2026

View Fund Profile

$419.00USD

-5.4% vs last month

$434.60Pitched

-3.6% since pitch

Market Cap$4.31T

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

Harding Loevner's Emerging Markets Equity strategy returned 19.2% gross in Q2 2026, trailing the MSCI EM Index's 24.2% rise primarily due to underweights in semiconductors and semiconductor equipment. The quarter was...

— Pradipta Chakrabortty & Scott Crawshaw

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What other investors think about $0700.HK, and what else Harding Loevner Emerging Markets Equity is buying.

Other pitches on $0700.HK

Other investors who've written on Tencent Holdings Limited

Stewart InvestorsBULL

Pitched Apr 25, 2026

Despite short-term pressure from reduced share buybacks to fund AI investment, Tencent's long-term advantages remain intact. Its massive user...

View all $0700.HK pitches →