Rational Perspective

Here's the producer's cut of the Rational Radio show broadcast on 17 July 2019. Featured this week in order of appearance: David Shapiro reminisces about the late Johnny Clegg who died yesterday; addresses the reasons for Impala and Aspen's fall from grace; and offers some juicy investment options. Lord Peter Hain speaks to us from London where he is putting pressure on global consulting firm Bain & Co, which has been fingered as the instigator of the decimation of SA Revenue Services. Investec's head of private equity Peter Baird unpacks the rationale behind the bank's Africa fund's first investment into Egypt - a controlling stake in 92 year old quality food retailing group Spinneys for a rumoured $100m. Veteran money manager and activist investor Chris Logan has been taking a very close look at Hulamin - pointing out parallels with its embattled former parent Tongaat. Logan reckons shareholders need to get involved to fix it. The day before his State of the Province address, Western Cape Alan Winde explain