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Politics-proofing your portfolio this Christmas
It is just over seven months since our first “Politics-proofing your portfolio” note, issued ahead of the 8 May general and provincial elections....
Bide your time on Baidu
This latest note by Ingham Analytics is hot on the heels of the Prosus note last week (“It’s all in Tencent”) which also...
Prosus - It’s all in Tencent
Ingham Analytics will retain the analogy we applied to its holding company Naspers, namely a marked-down Tencent proxy. Not only does Naspers retain...