Telkom says it is confident it can fund its planned growth into an infrastructure company but some market pundits are sceptical of Telkom’s balance sheet. Peter Takaendesa, Head: Equities at Mergence Investment Managers, says that the entity will probably need to sell more assets or allow strategic partners to fund the transition.
Global factor performance and the Mergence Global Quant Equity Portfolio
Factor investing is the practice of investing based on exposure to a range of quantitative factors that have been shown