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Easy Investing: Shares we picked for our baskets/bundle – Mark Ingham, Alec Hogg
This is an unusual interview for a few reasons. Firstly, independent investment analyst Mark Ingham and I get pretty specific about the JSE-listed shares we like. For another, Mark turns from...
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Investing: Moat, Management & Margin of Safety
*This content is brought to you by PSG Asset Management. #BiggerPictureThinkers By Anet Ahern* Anet Ahern, CEO, PSG Asset Management When picking a unit trust, a good place to start is by finding out...
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Digital disrupters: Naspers’ weight Tencent unveils shiny new game plan
The Naspers investment in Chinese digital disrupter Tencent is undoubtedly one of the smartest investment decisions made by the South African media giant. About 15 years ago, Naspers paid about $34m on...
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Generating long-term wealth by investing off-shore: the PSG solution
Are you an investor looking to generate long-term wealth? The PSG Global Flexible Sub-Fund is a unit trust fund based in Malta that might provide the solution. It’s denominated in US dollars and...
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Disruptive Capitec heads overseas – lays out €21m on maiden venture
Last year November Biznews’ Alec Hogg caught up with Capitec CEO Gerrie Fourie in London. Fourie was travelling through updating shareholders (18% global holding) after a tour to California checking...
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Mark Ingham: Here’s how to play the JSE after Zuma’s “economic sabotage”
Independent investment analyst Mark Ingham delivers some sage advice in this special podcast to assess what JSE investors should do after South Africa’s #Pravingate asset price plunge. The interest...
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Investment insights: Meet the man who turbocharged Tencent, making a fortune...
Tencent is the Chinese company underpinning the gains of South African media company Naspers. While much is heard of Pony Ma, Tencent’s billionaire founder, it is his dealmaker Richard Peng who must...
View ArticleWORLDVIEW: Hard to buy world’s fastest appreciating property, but here’s an...
Nanjing, a Chinese city of 8m souls best known globally for Japanese atrocities in 1937, posted residential property price growth of 41.1% last year. This is a BizNews Premium article. Please login or...
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Mark Ingham: Crunching Naspers numbers – cheap as chips weighed against its...
Naspers shares have performed well this year, but on a relative basis, they’re as cheap as chips. The company’s major investment is its one-third ownership of the Hong Kong Stock Exchange’s giant tech...
View ArticleHow British American Tobacco ‘smoked’ Naspers in 2016 – study
Anti-tobacco legislation, continuous hikes in ‘sin taxes’ and social pressures against smoking appear unable to stop the juggernaut that is British American Tobacco (BAT). The company – which is linked...
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Tobacco company edged Naspers in 2016 to be JSE’s biggest listing – study
By Lameez Omarjee Johannesburg – Tobacco Company, British American Tobacco (BAT) is the biggest JSE listed company for 2016, with a market capitalisation over R1.5trn. This is according to data...
View ArticleWORLDVIEW: Long-term investment guidance from world’s greatest young...
Likely winners? A first stab suggests businesses with communities that coalesce on mobile and those that make or control content to the devices. This is a BizNews Premium article. Please login or...
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Ingham, Hogg update their EasyEquities portfolios – Doubling up on Naspers
As you’ll hear from this podcast, there’s a major change in the Biznews SA Champions portfolio offered as a Bundle by EasyEquities. One of the laggards, Blue Label Telecoms, has been dumped with the...
View ArticleShuter gets stuck in at MTN, shakes up roles to boost profit from cell data
Former Vodafone executive and Nedbank veteran Rob Shuter is just a few weeks into his new role as MTN’s Group CEO, but he is already making key executive changes to try boost profits. Stephen Van...
View ArticleWORLDVIEW: The weekend’s big share tip from Warren Buffett – follow him and...
But undeterred by the IBM setback, the Oracle of Omaha Warren Buffett isn’t abandoning tech stocks. This is a BizNews Premium article. Please login or subscribe to read.
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Magnus Heystek: SA’s slide into poverty – protect yourself, invest offshore
Political turmoil, a weakening rand and credit downgrades have hit South Africa’s economy hard. And South Africans – compared to their global counterparts – are becoming poorer as a result, according...
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Ed Herbst: Following Molefe article, another Indy editor bites the dust
Journalists and editors form a key part of the lifeblood of any democracy – and when they start losing their jobs for various reasons, it’s time to worry. It can also be easy to miss these...
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Soaring gaming growth bolsters Naspers-linked Tencent’s foray into Hollywood
Chinese internet giant Tencent has recorded yet another stellar set of quarterly results, boosting its Naspers stakeholder by over 2% in early trade in Johannesburg today. Shenzhen-based Tencent has...
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Amid sluggish growth, Naspers mulls selling pay-TV unit MultiChoice Africa
Media and internet giant Naspers has shot to fame thanks to its 34% stake in Chinese internet giant Tencent, which just goes from strength to strength. It’s hard to think that Naspers, which is so...
View ArticleWebinar: Global portfolio’s new China, and goodbye to IBM
May was a particularly exciting month for the Biznews Global Portfolio. The portfolio has not only delivered 31% annualised growth since its inception in December 2014 but there was a change in the...
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