Internet connectivity and digital transformation are a major catalyst for economic growth. Read about Mergence’s investment in fibre company Linteg in the annual Financial Mail Infrastructure Report. Chito Siame, Mergence Private Markets Investment Principal, points out that through Linteg and other fibre investee companies Mergence has helped to fund up to 35,000 end points. He also talks about the benefits of infrastructure as an asset class in institutional investment portfolios.
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