JONATHAN KENNEDY-GOOD: Strategic implications of Nvidia’s rise for Tencent, Naspers and Prosus
US company has reshaped the technology sector and holds investment implications for other firms
30 October 2024 - 05:00
As a market observer following Naspers, Tencent and Prosus over the past two decades I have witnessed a remarkable shift in the investment landscape that favours US technology giants over their emerging market peers.
One of the most significant recent developments has been the rise of Nvidia, now one of the most valuable companies globally. This rise has reshaped the technology sector and holds investment implications for companies such as Tencent, and by extension, Naspers and Prosus...
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