The world is changing fast and to keep up you need local knowledge with global context.
In this fascinating analysis of the global gaming industry, First Avenue Investment Management analysts explain why they don’t believe it is game over for Tencent.
South African shares ended in the red on Thursday dragged lower by mining companies and telecommunications operator MTN, which surprised investors with news it was struggling to sign on new subscribers in Nigeria.
From Reuters * Earnings up 14 pct, net interest income up 10 pct * Credit impairments shrink 21 pct * Dividend up 20 pct, shares gain 4 pct By Helen Nyambura-Mwaura JOHANNESBURG, Feb 11 (Reuters) – Barclays Africa Group reported a 14 percent rise in full-year earnings on Tuesday partly due to sharp fall in bad debt charges that … Read more
I’ve been warming to Telkom lately. During research into the saga around the suspension of its CFO Jacques Schindehutte it became apparent that new chairman Jabu Mabuza has used his considerable influence to gather around him a board and management that’s as close to a Dream Team as SA can deliver. Today’s announcement that Vodacom’s … Read more