“Telkom in Continued Structural Decline?” – Peter Takaendesa, Head of Equities at Mergence Investment Managers, shares his insights with the Financial Mail, emphasizing the urgency for Telkom to expedite its value-unlock strategy to prevent additional asset impairment.
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