Director’s Cut: Kokkie Kooyman – SA banks, Gupta fallout, and the global Inflation shock
Update: 2025-11-27
Description
Top banking analyst Kokkie Kooyman lifts the lid on Nedbank’s R600m Gupta-linked settlement, FirstRand’s painful UK mistake, and why global banks are cutting jobs as AI takes over. Kooyman also explains how a 3% inflation target could turn the rand into a “hard currency” and why South African bank shares may be the market’s most overlooked opportunity.
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