
Meryl Pick discusses the failed Prosus/BillDesk deal on the Money Show this week
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Portfolio Manager, Meryl Pick, unpacks her thoughts on the news that Prosus has cancelled its R85 billion deal to buy Indian company, Billdesk, and the role of the current market environment in this decision.
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Thanks for listening! Follow us on Linkedin.
Chapters
- 00:04 A summary of key highlights on the markets today
- 01:07 Why did Prosus not sign the deal with Indian payments firm BillDesk?
- 03:12 Are Prosus taking a “wait and see” approach before signing other big deal and letting go some of the exposure in Tencent in China?
- 05:05 Food inflation as a theme for Pick n Pay
- 06:58 A new strategy as a theme for Pick n Pay





