ANALYSE THIS: SBG Securities’ Marc Ter Mors
We analyse Marc Ter Mors, head of equity research at SBG Securities
If someone came to you tomorrow with R100m to invest in just one company, which would it be? Johnson & Johnson, a US-listed multinational pharmaceutical firm with a compelling oncology and antimicrobial research & development pipeline. The Johnson & Johnson R&D aim is to develop new antibiotics for "superbugs" which are believed to be spreading faster and wider due to climate change. Which talent would you most like to have? A knack for storytelling — a great tradition across Africa. What was your first job? Dishwasher at a hospital, to fund a moped. If you could fix one thing in SA today, what would it be? I would implement well-managed immigration processes and an appealing investment-orientated taxation regime, such as in Canada, the Netherlands and Australia — to advance a knowledge-based economy. What I would most assuredly not change is the independence of the SA Reserve Bank. Having a nonindependent reserve bank was common practice across the 28 countries that had hyperinflat...
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