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The Strategic Implications of Nvidia's Rise for Tencent, Naspers, and Prosus
As a keen market observer following the trajectories of Naspers, Tencent and Prosus over the past two decades, we are witnessing yet another remarkable shift in the investment landscape, which continues to favour US technology behemoths over less favoured emerging market peers. One of the most significant recent developments has been the meteoric rise of Nvidia, a company now at the forefront of driving investment markets and one of the most valuable companies in the world.
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