Kokkie Kooyman weighs in on Discovery debate - spots 6.9% divi stock

There are a number of South African money managers who could claim to be world class. Particularly in financial services where veteran portfolio manager Kokkie Kooyman's expertise has earned him a global following. Kooyman travels widely and often (always in Economy Class he once told me) to understand opportunities that others might miss - his latest trip to Japan motivated by a need to better understand how negative interest rates affect banking stocks. He covered his impressions in this week's episode of Rational Radio - after sharing his perspectives on the debate around Discovery's accounting policies which sent the highly rated group's share price down to a five year low. - Alec Hogg