SA’s top banks analyst on Hamas allegations, Sanlam’s Indian “Tencent” and Assupol

Loading player...
Four times rated the world’s top investment analyst of financial companies, Kokkie Kooyman stands head and shoulders above his local peers, so he is our obvious go-to guy for context on accusations that three local banks have badly misbehaved. In this fascinating interview, Denker Capital’s co-founder provides context on the Hamas funding allegations - and explores why Sanlam’s investment in India is looking uncannily similar to Naspers’ game-changing early bet on Tencent. He spoke to Alec Hogg of BizNews.
2 Feb 2024 2AM English South Africa Investing · Business News

Other recent episodes

BN Briefing: US Ambassador Bozell's BNC#8 warning; Yardeni's $6,000 Gold call; Sean Peche's wealth-building wisdom

Tonight’s BizNews Briefing opens with new US Ambassador Brent Bozell’s candid message from BNC#8, urging reciprocity and warning that policy uncertainty and geopolitical alignment choices shape investor confidence. We then run through a results-heavy market update led by Harmony, Rainbow Chicken and OUTsurance. Bloomberg follows with Ed Yardeni’s bullish gold…
11 Mar 7AM 10 min