Director’s Cut: Kokkie Kooyman – SA banks, Gupta fallout, and the global Inflation shock
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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40:31
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40:31
BN Briefing: Nedbank’s R600m state capture settlement, Platinum surge & G20 momentum for SA
Tonight’s BizNews Briefing unpacks Nedbank’s R600 million settlement with Transnet over a controversial state capture-era deal, with financial guru Kokkie Kooyman weighing in on lessons learned. Mining analyst Peter Major explains why platinum’s 60% surge since May may be sustainable - a crucial boost for SA’s largest foreign exchange earner. Plus, Barclays SA CEO Amol Prabhu shares why the G20 outcome signals rising investor confidence and renewed economic optimism for South Africa.
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13:24
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13:24
Electoral Road Show with Wayne Sussman: By-election devastation for the ANC ends G20 honeymoon
In a “devastating” night for the African National Congress (ANC), the party suffered by-election losses in the Eastern Cape, the Northern Cape, and in KwaZulu-Natal. In this edition of The Electoral Road Show, analyst Wayne Sussman speaks to Chris Steyn about the night’s results: In Mandeni, Umkhonto we Sizwe (MKP) took the ward with over 60% of the vote with the ANC falling from 65% to 30%. In Douglas (Siyancuma), the ANC suffered a shock defeat with its vote share falling from 56% to 25% as an independent took 47% of the vote. In the Kou-Kamma municipality, the ANC lost another ward to the Patriotic Alliance (PA) when it grabbed 44% of the vote, up from 7%. On top of these losses, the ANC also fared poorly in President Cyril Ramaphosa’s home ward, Ward 90 Johannesburg, where the Democratic Alliance (DA) vote share shot up from 70% to 97%, and the ANC’s fell from 11% to 3%. The party was hit with another setback in Gauteng ANC heartland, where its vote share fell from 76% to 49% in Khutsong on the West Rand. It also suffered a big drop in Pellsrus, Jeffreys Bay, from 44% to 25%. And in another slide for the ANC, this time in Makana, formerly Grahamstown - where the ANC had been rock solid - it went down from 67% to 50%. Here, the DA were the big winners, surging from 1% of the vote to 26%. Sussman lays out the various coalition options now open to the ANC.
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20:47
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20:47
The Editor's Desk - Thursday 27 November 2025
Today I unpack platinum’s 60% surge, SA’s new 3% inflation era, Trump’s G20 snub, DA leadership turmoil and why we’ve shifted from Lesaka to HCI.
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12:26
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12:26
Director’s Cut: Dawie Roodt - “Inflation is a process. We must fight it.”
South Africa’s top monetary voice, Dawie Roodt, says cutting inflation to 3% changes everything - interest rates, debt, the currency and even how businesses price their products. But there’s a catch. Roodt warns that the Reserve Bank cannot do it alone, and that politicians, municipalities and state-owned entities will fight the shift because high inflation hides their mistakes and pays their debt. He argues that if South Africans refuse unjustified price hikes, “we protect our money instead of letting it lose value.”
South Africa