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Several themes ran right through the presentations when BCI held its fund managers showcase conference at the end of May. The company presented funds, strategies or house views to financial planners and multimanagers.

One theme virtually all speakers shared was that Naspers was hugely cheap. Given that the stock was sold off along with other Chinese assets in the “sell-off autocracies” because of the Ukraine war bear market, many of those present would have been showing severe paper losses. But it’s an enormous stock, with a hugely liquid market, and the call clearly paid off well in the past few weeks...

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