Portfolio Manager, Siboniso, unpacks the latest market news on The Money Show

Loading player...
Siboniso Nxumalo discusses plans announced this week by Naspers and Prosus to sell off their stake in Tencent and the impact of this on the broader market.

Thanks for listening! Follow us on Linkedin.
Chapters
  • 00:00 Unpacking Naspers/Prosus and the plan to sell off parts of its stake in Tencent.
  • 01:41 Reflecting on the context before walking into this result.
  • 03:44 The worries in the market going into this result.
  • 05:29 Naspers and Prosus shares surged – have investors been waiting for this kind of move?
  • 06:35 Examining the improvement in the discount and the actual numbers in the result.
28 Jun 2022 English South Africa Business

Other recent episodes

TOMORROW 2020 - Podcast Series

This compilation of podcasts is from interviews and recordings with contributors to TOMORROW 2020 – an annual thought leadership publication on all things related to responsible investing and green growth. To navigate to the topic or episode of your choice, go to CHAPTER MARKERS and click on the time indicator…
19 Apr 2021 1 hr 05 min

Market Moves and Portfolio Positioning - MacroSolutions Perspectives

Peter Brooke reflects on August as an interesting month for trends seen in Tesla leading the NASDAQ down on the back of the US and tech sector underperforming. In terms of our portfolios, we’ve tilted towards value in reflecting some of these extreme moves. Locally taking some profit in Naspers…
22 Sep 2020 3 min