Commenting on Telkom’s sale of its masts and towers business Swifnet, Mergence Investment Managers Head of Equities Peter Takaendesa said the deal would give Telkom a debt relief “breather” although shareholders would not likely see any of the proceeds.
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