The discounts of Naspers and Prosus have rallied following news flow out of China on fresh stimulus measures. There is likely room for further relative outperformance (STUB).
What is covered in the Full Insight:
China's Stimulus Measures
Impact on Naspers and Prosus
Trip.com Stake Exit
Hang Seng Index Top Performers
Naspers x Prosus Discount Update
SUMMARY
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