News & Insights

Harith-Mergence deal gets CompCom blessing
The Competition Commission has approved the transaction whereby Harith General Partners has acquired a 46% stake in Mergence Investment Managers. The deal will allow a shared focus on strategic infrastructure investments to stimulate African economic growth, and positions the merged entity as a formidable diversified black-owned financial services player.

Competition Tribunal grants MTN and Rain leave to participate in Vodacom-BVI merger
Following the news that the Competition Tribunal has granted both MTN and Rain leave to intervene in the pending merger hearing between Vodacom and Maziv, Mergence’s Peter Takaendesa, Head: Equities gave extensive comment to Business Report, including that future competition between fibre and 5G mobile data connectivity appeared to be one of the key focus areas for the competition authorities as well as some industry competitors.

Sibanye-Stillwater’s shares drop after it buys metals recycler Reldan for R3bn on its journey towards net zero
Sibanye-Stillwater has acquired US-based metals recycler Reldan Group of Companies. What does this mean for the counter which dropped on the news? Malose Mamashela, Investment Analyst at Mergence Investment Managers, says the deal aligns with Sibanye-Stillwater’s strategic positioning into green or future-facing metals, although there are several headwinds.

Mergence sees opportunity in infrastructure
How does one broaden the scope of infrastructure into portfolios given liquidity constraints and a limited universe in public markets? Private market investments are the best route for now, explains Kasief Isaacs, Head: Private Markets at Mergence Investment Managers.

“Signicant” investment beckons for SA’s e-commerce market
Where to e-tail in SA given Amazon’s recent official launch? Mergence Head: Equities, Peter Takaendesa, spoke to ITweb about Amazon’s potential threat to existing players, and the scope for competition given that SA’s e-commerce sector is still in its infancy.
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