If you're interested in the world of gaming & want to geek out on what's happening in China & Southeast Asia (which will undoubtedly impact & influence the direction of gaming in Western markets) then you should spend some time diving into these reports...

The first is on Garena, the gaming of division of Sea Ltd, a Southeast Asian behemoth that's well worth paying attention to. They've conquered most SE Asian markets & are now heading to South America. They are huge & seriously fucking smart...

https://s3.hatchbuck.com/MediaFiles/672a55baa68e8845d40f25de7a736bec81561df3bb916d7d5ba33d4a7eed2bef.pdf

You can read more on Sea Ltd & get a better idea of what they've been up to and where they're headed next by reading @juliey4's excellent piece on them. https://julieyoung.substack.com/p/thoughts-on-sea-limited

The second is Tencent & if you don't already know who they are, you really should. Like, seriously.

This report focuses specifically on their gaming strategy & how they are now the #1 games developer & publisherglobally.

It's impressive stuff.

https://s3.hatchbuck.com/MediaFiles/47f70f9129459d4284e2f394f7130f053de0510b4dd04df58d31af184207300d.pdf

If you want to dive deeper into the world of Tencent to understand what makes them so insanely smart & interesting, then I highly recommend that you check out @packyM's great two-part exploration; charting both their origins & their future plans. https://notboring.substack.com/p/tencent-the-ultimate-outsider