ANALYSE THIS: Investec’s Andrew Joannou
We analyse Andrew Joannou, portfolio manager at Investec Asset Management
If someone came to you tomorrow with R100m to invest in just one company, which would it be??
Corruption. I’m pretty sure that if we don’t end corruption our infrastructure will collapse, our honest entrepreneurs won’t be able to compete and eventually SA will default. The solution is pretty simple. We need to re-establish the rule of law and start holding corrupt individuals to account.