Global Ex-U.S. Equity Strategy: Positive Outlook Intact; Remain Overweight China
Incremental technical developments continue to be of the bullish variety as more and more countries/regions begin to participate in the rally....
StubWorld: Naspers' Restructuring Update
This week in StubWorld ... Naspers Ltd (NPN SJ)'s discount to NAV narrows as it teases out more information on spinning-off and separately...
Naspers: Addressing the Discount (Again). New Moves to Realize Value Are Having an Impact
Naspers (NPN SJ) recently announced another attempt to reduce the holdco discount which has remained stubbornly high despite previous attempts by...
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