Commenting on the results of Naspers and its Prosus subsidiary released yesterday, Mergence Head of Equities, Peter Takaendesa said that there should be better earnings and cashflow growth prospects for Prosus following the recovering Tencent earnings and loss reduction in the e-commerce assets.
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