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Telcos quietly having a great year

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Schalk Louw from PSG Old Oak on Vodacom lifting its Safaricom stake and a strong year for telcos, with Cell C’s debut drawing a +15% Allan Gray stake – is there still value heading into 2026? Wesley Diphoko from Fast Company SA explores whether Africa risks becoming an AI user rather than an AI builder. And Simon’s take: if ever there was proof the stock market isn’t the economy, 2025 delivered it.

5 Dec 2025 12AM English South Africa Business News · Business

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