Transaction Capital remains one of our key defensive SA Inc. counters.
5 reading min
16 Jul 2020
Transaction Capital remains one of our key defensive SA Inc. counters, to the extent that; a) it supports a critical service, b) its vertical integrated configuration provides a robust operational back-bone, c) leveraging its scale and competitive advantage to drive further market penetration.
17 July 2020
60 viewing min
What lies ahead?
Markets are not standing still. Businesses are reshaping themselves. It’s time to be proactive, position ourselves for what lies ahead. In SA it’s belt tightening, outside the country it’s a dynamic new economy driven by Uber Eats and Fortnite.
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