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Transnet’s recovery: Why institutional investors should be watching closely...
07 Aug, 2025 08:30 81 min read
Transnet’s turnaround signals a new era for South Africa’s logistics and infrastructure investment. With reforms under way and fresh leadership in place, the SOE is regaining credibility and unlocking opportunities for long-term investors. For institutional lenders such as Ninety One, it’s been encouraging to see the recent developments at the Department of Transport and across the wider sector.... More