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From asset light to asset heavy: The hyperscaler pivot

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Matete Thulare from Investec unpacks Sappi's strong results and the slightly improved trading update from Pick n Pay. Dhersan Chetty, from Foord Asset Management, looks at how SA's increasingly thrifty shopper is reshaping the retail landscape. Simon shares his thoughts on why hyperscalers are shifting from asset-light balance sheets to far more asset-heavy business models.

7 Aug 1AM English South Africa Business News · Business

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