Petri Redelinghuys of Herenya Capital Advisors takes a look at the markets. Mabule Setoaba of Investec talks the risks in the search for cash yield. Livestream at 6:30am
An insurance payout that is greater than the acquisition cost of an asset could be regarded as a capital gain – indicating the type of intracies that need to be navigated.
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Naspers/Prosus pose definite opportunity
