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Articles tagged as "Naspers"

Insights categories - Offshore investing

From Johannesburg to Japan: How to resist the magnetism of the magnificent seven

By Tamryn Lamb on 28 Sep 2023

Listening time: 64 mins

Insights categories - Markets and economy

Q&A with Allan Gray and Orbis: Positioning our portfolios for an inflationary environment

By Gladness Rupare on 01 Jul 2022

Viewing time: 40 min

Insights categories - Local investing

Local investment update: Always pay the right price

By Duncan Artus and Jacques Plaut on 03 Jun 2022

Viewing time: 26 min

Insights category - companies

What has gone wrong with Naspers?

By Tim Acker on 26 Apr 2022

Reading time: 12 mins

Insights categories - Markets and economy

Understanding the impact of the Ukraine crisis on your investments

By Jacques Plaut on 07 Mar 2022

Reading time: 5 mins

Insights categories - Offshore investing

The power of perspective in an expensive market

By Ben Preston on 17 Feb 2022

Viewing time: 1 min

Insights categories - Local investing

Q&A with Allan Gray portfolio managers

By Duncan Artus on 17 Nov 2021

Viewing time: 1 min

Insights categories - Local investing

Market update: Weighing up opportunity and risk in the face of volatility

By Duncan Artus on 23 Aug 2021

Listening time: 25 mins

Insights category - companies

Orbis: Global perspectives on Naspers

By Stefan Magnusson and Edward Blain on 26 Jul 2021

Reading time: 12 mins

Insights category - companies

Understanding the Naspers-Prosus transaction

By Tim Acker on 17 Jun 2021

Reading time: 3 mins

Insights categories - Investment insights

In pursuit of value

By Jacques Plaut on 26 May 2021

Reading time: 10 mins

Insights categories - Markets and economy

Q&A with portfolio managers from Allan Gray and Orbis 2021

By Tamryn Lamb on 26 May 2021

Reading time: 1 min

Insights categories - Local investing

Balanced Fund: Perspectives and positioning

By Tim Acker on 10 Feb 2021

Viewing time: 45 mins

Insights categories - Local investing

Balanced Fund: Optionality, the most unappreciated asset

By Tim Acker on 10 Feb 2021

Reading time: 5 mins

Insights category - companies

To have and to hold?

By Kamal Govan on 27 Jan 2021

Reading time: 9 mins

Insights categories - Local investing

Balancing risk and opportunity

By Rory Kutisker-Jacobson on 25 Nov 2020

Viewing time: 26 mins

Insights categories - Offshore investing

Orbis Global Equity: Positioned for multiple views of the future

By Ben Preston on 25 Nov 2020

Viewing time: 29 mins

Insights categories - Local investing

Prospects look promising

By Stephan Bernard and Radhesen Naidoo on 12 Oct 2020

Reading time: 8 mins

Insights categories - Markets and economy

Do fundamentals still matter?

By Rory Kutisker-Jacobson on 15 Sep 2020

Reading time: 7 mins

Insights categories - Local investing

Equity Fund update: In pursuit of potential

By Duncan Artus on 03 Aug 2020

Reading time: 9 mins

Insights categories - Local investing

Equity Fund update: Investing amid extreme price moves

By Jacques Plaut on 24 Jul 2020

Reading time: 3 mins

Insights categories - Offshore investing

Orbis: Tech opportunities rise in the East

By John Christy and Stanley Lu on 03 Jul 2020

Reading time: 13 mins

Insights categories - ESG

Stewardship and Business Sustainability Reports

By Andrew Lapping on 31 Mar 2020

Reading time: 1 min

Insights categories - Markets and economy

COVID-19: Evaluating market risk versus opportunity

By Duncan Artus on 25 Mar 2020

Viewing time: 1 min

Insights categories - Markets and economy

How will current market conditions impact our portfolios?

By Radhesen Naidoo on 11 Mar 2020

Reading time: 8 mins

Insights categories - Offshore investing

Q&A: Understanding Orbis’ performance and potential

By Duncan Artus and Edward Blain on 28 Oct 2019

Reading time: 11 mins

Insights category - companies

Prosus marches forward: What should investors be looking out for?

By Nshalati Hlungwane on 10 Sep 2019

Reading time: 5 mins

Insights categories - Local investing

Is it 2002 all over again? Not quite

By Duncan Artus on 29 Jul 2019

Reading time: 6 mins

Insights categories - Investment insights

Is your portfolio overly concentrated?

By Vuyo Nogantshi on 30 May 2019

Reading time: 6 mins

Insights category - companies

An opportunity in television?

By Jacques Plaut on 29 Apr 2019

Reading time: 8 mins

Insights category - companies

Our Tencent(s) on VIE structures

By Radhesen Naidoo on 11 Mar 2019

Reading time: 3 mins

Insights categories - Local investing

Allan Gray Equity Fund's 20th Anniversary

By Julie Campbell on 17 Oct 2018

Reading time: 13 mins

Insights category - companies

An investment case for Naspers

By Ruan Stander on 17 Oct 2018

Reading time: 9 mins

Insights categories - Markets and economy

A volatile quarter for emerging market equity and currency markets

By Duncan Artus on 12 Oct 2018

Reading time: 4 mins

Insights category - companies

How Allan Gray values a stock

By Andrew Lapping on 18 Jul 2018

Reading time: 6 mins

Insights categories - Local investing

Structural challenges to business models

By Duncan Artus and Tim Acker on 15 Jun 2018

Reading time: 4 mins

Insights categories - Local investing

Are you overly exposed to China?

By Duncan Artus on 13 Jun 2018

Reading time: 7 mins

Insights categories - Local investing

Equity Fund update: Reversal of fortunes for domestically orientated sectors

By Simon Raubenheimer on 19 Jan 2018

Reading time: 3 mins

Insights categories - Local investing

Equity Fund update: Don’t be seduced by high expectations

By Simon Raubenheimer on 14 Oct 2016

Reading time: 3 mins

Insights categories - Local investing

Equity Fund update: Volatility presents opportunity

By Ruan Stander on 25 Jul 2016

Reading time: 3 mins

Insights categories - Markets and economy

Time to review your equity exposure?

By Ian Liddle on 27 Jan 2014

Reading time: 7 mins

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