We've got news for you.

Register on BusinessLIVE at no cost to receive newsletters, read exclusive articles & more.
Register now

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...

BL Premium

This article is reserved for our subscribers.

A subscription helps you enjoy the best of our business content every day along with benefits such as articles from our international business news partners; ProfileData financial data; and digital access to the Sunday Times and Sunday Times Daily.

Already subscribed? Simply sign in below.

Questions or problems? Email helpdesk@businesslive.co.za or call 0860 52 52 00. Got a subscription voucher? Redeem it now

Would you like to comment on this article?
Register (it's quick and free) or sign in now.

Speech Bubbles

Please read our Comment Policy before commenting.

Commenting is subject to our house rules.