Commenting on Vodacom’s year-end results, Mergence Head: Equities, Peter Takaendesa, said that while service revenue growth had slowed further, the group was managing costs but would be challenged by deterioration in the consumer environment and increasing competition in at least the next 12 months.
Mega-themes for investors: digital disruption
Since early 2023, digital disruption has been a key driver of global equity returns. We have seen increased capital spending