“Commenting on the current case before the Competition Tribunal on cellphone operator mergers, Mergence Head: Equities Peter Takaendesa it was quite likely that Vodacom will deploy more of its capital outside South Africa or prioritise repaying debt if the competition authorities ultimately prohibited the transaction.”
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