South Africa - Personal
Articles about
Naspers
Investment summary excerpt from the December 2025 commentaries
While we are cognisant of the risks, we believe a handful of carefully chosen businesses in China currently offer compelling returns for long-term investors.
“In the midst of chaos, there is also opportunity.” – Sun Tzu
It’s not just about Tencent, games and China
Revisiting the investment case
A good quarter for investors, but a tough one for South Africa
We continue to focus on valuation to find attractive opportunities
“You can’t always get what you want, but if you try sometimes you just might find you get what you need.” – The Rolling Stones
Enough already!
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