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Macro Perspective 20/2021 | Investment themes and Naspers

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Portfolio Manager, Peter Brooke, shares his weekly perspectives, this time unpacking investment themes related to the recent share price movements and corporate developments at Naspers.

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Chapters

00:08 What is happening with Naspers?
00:35 Unpacking investment themes related to Naspers’ recent share price movements and corporate developments
03:09 Looking at the negative themes

18 May 2021 English South Africa Business

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