Elizabeth Knight

Elizabeth Knight
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Elizabeth Knight comments on companies, markets and the economy.

Australia's highly-indebted housing market could slow in the second half of the year if banks raise their rates to pass ...

The home loan borrowers left out to dry

ANALYSIS

There is a hidden and worrying risk lurking for a particular set of mortgage borrowers, whose level of financial stress is about to get a whole lot worse.

Is Rio accident-prone, unlucky or is there a bigger governance problem behind its series of poor director and senior ...

Mining scandals: Rio Tinto's governance fiasco

COMMENT

In the wake of yet another Rio Tinto director resignation under a scandal-heavy cloud it's only fair to ponder whether this company is accident-prone, unlucky or if there is a bigger underlying governance malfunction behind its series of poor director and senior management choices.

Tabcorp CEO David Attenborough has waited eight months for the Tatts merger decision.

Betting giant's $11 billion punt averts potential disaster

COMMENT

Tabcorp's $11 billion punt has hit the jackpot. It was both a high stakes and risky gamble.

2GB's Ray Hadley, John Singleton and Alan Jones celebrating radio ratings success late in 2016.

Singleton's 'bid' for Fairfax radio is distraction from main game

ANALYSIS

It appears media players are attempting to make a pre-emptive strike and pick off some of Fairfax Media's non-core assets in the weeks before the main game of selling the whole company moves into full swing.

Ken MacKenzie represents the new face of BHP: heavy on performance and strong shareholder returns.

Cleanskin king represents new face of BHP

COMMENT

None of BHP's old guard of directors would get to wear the BHP chairman's crown. The new king had to be a cleanskin.

Ten needed a new $250 million loan, but its billionaire shareholders moved away from backing it.

Is Ten putting up the white flag part of a bigger plan?

COMMENT

Conspiracy theorists could be forgiven for wondering why only six weeks ago Ten's management seemed pretty comfortable they had the continued support of its billionaire backers. It certainly appears that at least two of these billionaires had a change of heart.

Lachlan Murdoch could be caught by the two-out-of-three media rules, and James Packer has no interest in the media.

Ten Network scrambles to escape corporate undertaker

COMMENT

It is difficult to see how Ten Network can escape the corporate undertaker after losing the support of the three billionaires, Lachlan Murdoch, James Packer and Bruce Gordon, who until last weekend had been keeping it afloat.