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Why Naspers is still a great investment, despite being (seemingly) expensive

Sasha Naryshkine, Portfolio Manager at Vestact Asset Management, shares her stock picks for the week:

  • Aspen, the largest drug company in Africa.

  • Naspers, one of South Africa’s largest companies and owner of 34 percent of Tencent, one of the biggest internet companies in the world.

  • Steinhoff makes and sells furniture and household goods in Europe, Africa and Australasia. It also owns diversified industrial businesses in southern Africa.

Listen to the audio (scroll down) for detail.


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