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Macro Perspective 30/2021 | Investment risk management and Naspers

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Portfolio Manager, Peter Brooke, shares his weekly perspectives, this week is an investment risk management view of the recent corporate developments at Naspers following a significant drop in short-term market share.

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Chapters

00:07 Putting Naspers’ two day decline to 16% into perspective
00:48 What was the catalyst for the decline?
01:24 Foreign investors, the VIE structure, and Tencent
02:06 How Old Mutual mitigates the risk with Naspers
03:15 Will the policy change impact decisions moving forward?

27 Jul 2021 English South Africa Business

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