News & Insights

In a wide-ranging interview with FAnews, the intermediary portal, Mergence CIO Brad Preston chatted to Gareth Stokes about the likelihood of interest rate cuts, a soft or hard landing for the markets, and how Mergence is positioned to best benefit from likely scenarios.

Will Canal+ walk away? The Multichoice Canal+ decision is analysed in Financial Mail by Ann Crotty, with comment from Peter Takaendesa Head: Equities, Mergence Investment Managers.

An African media powerhouse? Will Canal+, the French-based media house, succeed in circumventing SA ownership restrictions? Peter Takaendesa, TMT specialist and Head: Equities at Mergence Investment Managers, says the offer price of R46 billion looks decent but here is a chance that shareholders will ask for a bit more.

Will French-owned Canal+ be able to get around regulations to acquire R46-billion of Multichoice? Read what Peter Takaendesa, TMT specialist and Head: Equities at Mergence Investment Managers, has to say to Business Day.

Brad Preston, Mergence CIO, shared his insights on the contracting IPO market and its implications during an interview with Natassia Arendse on SABC News.

What factors could slow down the JSE delisting trend? There are several influences, including the global IPO market and global interest rates. Read what Brad Preston, Mergence CIO, told Business Day.

Taking stock at the end of 2023. Read some detailed share analysis by Mergence in Daily Maverick 168 including  Investec, Capitec, British American Tobacco and MTN/Vodacom.

In the annual high-level Namibian publication, The Brief, Hileni Nghinaunye, Portfolio Manager at Mergence Unlisted Investment Managers (Namibia) writes a overview of Mergence’s impact investments in Namibia and the launch of Fund II.

EBnet, the retirement fund portal, ran this story on the 2023 Mergence Impact Report.

The Financial Mail cover story this week features Naspers in depth. It should be possible for the e-commerce to grow profits, Mergence Head: Equities, Peter Takaedesa spoke to Ann Crotty, citing three reasons for optimism.