22 September 2021 Commenting on the separate listing of Gyro, Peter Takaendesa, head of equities at Mergence Investment Managers, said the listing of mobile network tower assets was long overdue in South Africa. It was an asset class that had been missing on the JSE.
13 September 2021 Peter Takaendesa, a senior portfolio manager at Mergence Investment Managers, said Ethiopia is a hotly contested country, as “every company wants exposure to the market” because it is “the last remaining large market that hasn’t been explored by international companies.
03 September 2021 Though Peter Takaendesa, head of equities at Mergence Investment Managers, agreed that capping limits risks, he said the considerations may be different for investors that are restricted to local investments. “For investors who are not allowed to invest outside SA, who are running a domestic fund, the Naspers/Prosus portfolio is somewhat unique. […]