Alec Hogg's Rational Radio - Focus on prescribed assets, NHI, Tongaat, tax fraud and ESG

In this week's episode of Alec Hogg's Rational Radio hour, guests in order of appearance are: * SA's favourite market commentator David Shapiro applies his mind to whether prescribed assets are coming back, NHI and Discovery, and the shareholder revolt at the Phumelela AGM; * Opportune SA's Chris Logan with feedback from Friday's Tongaat AGM; * Author and former head of the SARS investigative unit Johann van Loggerenberg explains the relevance of the fall of the once all powerful Tobacco Institute of SA * Bright Light Solar's Kevin Shames explains how his 12J company is able to deliver an effective 21%pa return to investors; and * Rudolph du Plessis of Herbert Smith Freehills looks into the major investment trend of the future through his firm's report on the growing importance of ESG in mergers and acquisitions.