Join Portfolio Manager Meryl Pick as she unpacks the latest market developments:

• Prosus and Naspers stock drop – down nearly 8%, while Tencent fell only 4%. The Just Eat acquisition may have unsettled investors expecting a focus on profitability.
• What’s the right valuation for food delivery? The market still debates whether Just Eat is a logistics company or a true tech platform.
• Sasol earnings down 30% – but free cash flow is improving. Could this indicate a recovery path?
• The big picture: What these moves signal for South Africa’s market outlook.

Thanks for listening! Follow us on Linkedin.