In Financial Mail, Peter Takaendesa, Head: Equities at Mergence Investment Managers, gives the Mergence long-term outlook on various stocks. He unpacks the merits of investing in Motus (the diversified business in the automotive sector) and suggests that that a long position in Motus could be paired with a short in one of the retailers where the sector has already rerated sharply.
Prosus eyes surge in trading profit to R7bn for 2025
Commenting on the guidance provided by the new Prosus CEO, Peter Takaendesa, Head: Equities at Mergence Investment Managers, said on