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Telkom update shows turnaround taking hold
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Chantal Marx from FNB Wealth & Investments unpacks Telkom’s latest update, with weak revenue growth but strong mobile and data performance. Reza Hendrickse from PPS Investments discusses where the cash is going after selling down local bonds last year, while Herman van Papendorp from Momentum Investments shares insights on managing portfolios in the era of Trumponomics.