Global Head of Research, Smartkarma

Mark Artherton

Global Head of Research

LR Research

Thematic (Sector/Industry)

South africa / Thematic (Sector/Industry)

In this issue:A loss-making Turkish/Chinese IPO, ASEAN and China talk South China Sea,  Naspers will carry on buying, South Africa's consumer woes continue,  China going forward to the past, FANG heat, and wheezing canaries.<div class="content-highlight">1.  TFI TAB Food Investments has filed for an IPO in the US.  The main assets are Master Franchise for Burger King in China and the Burger King Franchise in Turkey.  Sales are split 65% Turkey and 35% in China.  China is growing more rapidly than Turkey - no real surprise -…</div>

In this issue:A loss-making Turkish/Chinese IPO, ASEAN and China talk South China Sea,  Naspers will carry on buying, South Africa's consumer woes continue,  China going forward to the past, FANG heat, and wheezing canaries.1.  TFI TAB Food Investments has filed for an IPO in the US.  The main assets are Master Franchise for Burger King in China and the Burger King Franchise in Turkey.  Sales are split 65% Turkey and 35% in China.  China is growing more rapidly than Turkey - no real surprise -…

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