Article tags

Articles tagged as "MTN"

Insights categories - Investment insights

Podcast: How to think about investing in an energy-short and volatile world

By Tamryn Lamb on 08 Jun 2022

Listening time: 61 mins

From the global technology stock sell-off and rising inflation, to the war in Ukraine exacerbating a global energy crisis, investors are tasked with navigati...

Insights category - companies

Dialling in to the mobile network operators

By Varshan Maharaj on 01 Jul 2020

Reading time: 7 mins

MTN has underperformed the FTSE/JSE All Share Index (ALSI) significantly over the last five years. It has been one of our largest underweights compared to ou...

Insights categories - Markets and economy

Broadened horizons, local learnings

By Nick Ndiritu and Leonard Krüger on 22 Oct 2019

Reading time: 7 mins

Leonard Krüger and Nick Ndiritu look at how we have tailored our investment philosophy and process to invest in Frontier Africa markets. They discuss lessons...

Insights categories - Markets and economy

Finding value in frontier African markets

By Nick Ndiritu on 29 Apr 2019

Reading time: 12 mins

Across corporate boardrooms in South Africa, a number of management teams and institutional investors are grappling with a vexing question: Is investing in...

Insights categories - Markets and economy

A volatile quarter for emerging market equity and currency markets

By Duncan Artus on 12 Oct 2018

Reading time: 4 mins

Emerging market equity and currency markets had a very volatile quarter. Vulnerabilities, both economic and political, are being exposed as global financial...

Insights categories - Investment insights

Did we get lucky?

By Simon Raubenheimer on 14 Nov 2016

Reading time: 5 mins

The Allan Gray domestic equity strategy delivered returns of 17.2% for the 12 months ending September 2016, after having subtracted all fees and costs. The...

Categories

Select a site

The financial services, products or investments referred to on this website are not available to persons resident in jurisdictions where their availability or distribution would contravene local laws or regulations and the information on this website is not intended for use by these persons. This website is for information only and does not in any way constitute a solicitation or offer by Allan Gray Proprietary Limited or any of its associates or subsidiaries (collectively “Allan Gray”) to buy or sell any financial instruments or to provide any investment advice or service.

By selecting one of the countries below I confirm that I have read and understood the above and that:

(a) I am not a South African citizen; or 
(b) I do not reside in the Republic of South Africa; or 
(c) I am not otherwise a person to whom the communication of the information contained in this website is prohibited by the laws of my home jurisdiction; and 
(d) I am not acting for the benefit of any such persons mentioned in (a),(b) and (c) and 
(e) I confirm that any investment with Allan Gray is based on my own initiative and not due to any offer or solicitation by Allan Gray.