Articles tagged as "Pick n Pay"
A revival for South Africa’s retail giants?
As sentiment towards the South African economy improves following the formation of the government of national unity, some of the major retailers are seeing...
How to invest in an inflationary, energy-short and increasingly divided world
At Allan Gray, we are bottom-up investors, but we want to be on the right side of long-term trends, particularly at secular turning points. One way is to...
Restructurings as a source of excess returns
We are always on the lookout for opportunities offered by the potential restructuring of companies. They can often generate attractive returns with a...
