home / stock / tblmf / tblmf news
2023-06-02 10:16:20 ET Summary The iShares MSCI South Africa ETF is at risk of losing more value as qualitative and quantitative risk premiums exacerbate. The EZA ETF's sector allocation is overly exposed to telecommunication companies, with operational obstacles induced by the Es...
INVESTMENT THESIS Tiger Brands (TBS:SJ) is one of Africa’s largest fast-moving consumer goods companies. It is a market share leader in most of its segments with South African consumers spending 10% of their total annual spend on Tiger Brands’ products. The market share domin...