The valuation pullback in recent months is likely to create some excellent buying opportunities in tech, writes Anchor Capital’s James Bennett.
Browsing: Anchor Capital
The extent of the Chinese tech stocks’ underperformance when compared to the US is astounding. By Anchor Capital’s Seleho Tsatsi.
Anchor Capital’s David Gibb takes a deep dive into the global tech sector to understand what’s hot and what’s not from an investment perspective.
South Africa’s benchmark stock index plunged the most since the market crash of October 1997 as reaction to US measures aimed at curbing the spread of the coronavirus accelerated the sell-off.
The dominance of Naspers over the South African stock market is about to be reduced – partially at least. And that’s good news for a number of fund managers.
Despite the enormous run-up in global technology stocks in the past five years – and the recent stomach-churning volatility – the market isn’t repeating the dot-com euphoria of 1999 and South African investors would
After two weeks of uncertainty in which its share price fell by 17,5%, MTN finally provided some clarity to shareholders on Monday. The announcement that CEO Sifiso Dabengwa had resigned with immediate effect led to the first substantial engagement with the market since the operator was issued
In a rather bizarre non-event, trading in MTN shares was suspended for a little over two hours on the JSE on Monday, pending an announcement from the company. Trading however resumed in the
When Naspers stumbled on a little-known Chinese Internet company in 2001, it could not have dreamed that a US$32m investment would account for more than 80% of the media conglomerate’s R200bn market cap now. Tencent Holdings is the largest Internet solutions provider in China and Naspers, which