Commenting on Bloomberg on MTN’s operations in Iran, Peter Takaendesa, CIO of Mergence Investment Managers, highlights that MTN’s problems in that country underscore deeper governance and geopolitical risks facing multinationals operating in sanctioned or politically complex markets. Peter stresses that investors should factor ESG risks more explicitly into valuations, as such events can quickly erode shareholder value and reputational trust. He adds that the situation reinforces the need for boards to act decisively and transparently when navigating international compliance obligations.

Nedbank is betting big on Africa’s biggest lender – will it get burnt again?
Radebe Sipamla, a portfolio manager at Mergence Investment Managers, comments on News24 on Nedbank’s proposed takeover of Kenyan NCBA group.
