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Macro Perspective 11/2022 | Fund positioning and Naspers share price movements

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Portfolio Manager, Peter Brooke, shares his latest weekly perspectives, this week unpacking numerous drivers behind the decline in the Naspers share price on the JSE and its strategic underweight positioning across the fund range.

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Chapters

00:10 Examining the drivers behind the Naspers and Prosus declines
02:09 The silver lining for the active fund management industry
03:15 What does this mean for our investors fund?

15 Mar 2022 English South Africa Business

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