How does one broaden the scope of infrastructure into portfolios given liquidity constraints and a limited universe in public markets? Private market investments are the best route for now, explains Kasief Isaacs, Head: Private Markets at Mergence Investment Managers.
Despite some market ‘overexcitement’ about AI, Naspers is bullish about making more bets
The latest Naspers/Prosus financial results show a jump in profitability across the group’s ecommerce portfolio and Tencent growth acceleration. Commenting