What China's VPN crackdown means
The strengthening of the Great Firewall may raise issues for companies trying to tap into Chinese consumers and B2B opportunities.
Asia the new battleground in airfare wars
The last thing Qantas or Virgin need is a repeat of the crippling domestic capacity war that wiped billions off their bottom lines.
Incitec Pivot homes in on new boss
Incitec Pivot is closing in on the appointment of a new CEO to replace long-serving Valiant-driving boss James Fazzino.
So much for bank competition
Regional banks have been passing on higher interest rates to customers, boosting their profits and share prices. So much for increased competition in the banking industry.
Is Tatts delay an opportunity for spurned suitor?
Is the Tabcorp-Tatts merger delay a chance for the Pacific Consortium to swoop back in with an offer too good to refuse?
Activists can learn from Brickworks case
There is no evidence Perpetual has learnt the primary lesson from its costly legal exercise against Brickworks.
Ardent battle hots up
Ardent Leisure's defence against shareholder activists Gary Weiss and Kevin Seymour is novel because it seeks to limit any measure of its performance to the period before the Dreamworld tragedy last October.
China loses its lustre for foreign companies
The challenges facing foreign companies investing in one of the world's fastest growing economies are not insignificant.
AEMO boss urges Finkel go ahead
The consequences of policy inaction are too awful to contemplate but they involve instability in the grid, blackouts and higher power prices.
History repeats as Bellamy’s stumbles in China
Complaints against Bellamy's Australia's new Victorian cannery by Chinese authorities have shattered hopes that the organic milk formula group has put its problems with China behind it.
Perpetual's loss a win for directors
As Jayne Jagot said, Perpetual knew what it was buying into and, at any time, it could have sold its shares and walked away.
Ardent faces investor activism at its best
The attack on the board of Ardent Leisure orchestrated by Gary Weiss and Kevin Seymour is a text book example of shareholder activism at its best.
Australia Post's accounts a confusing mess
As Christine Holgate does her due diligence ahead of taking the reins from Ahmed Fahour as Australia Post CEO, she'll find a confusing mess of segment performance numbers.
Infrastructure is 'fully valued'
Infrastructure assets have consistently delivered returns of 10 per cent or greater, so why is the $120 billion AustralianSuper stepping back?
KKR steps up the dealmaking
The flurry of private equity activity raises an obvious question: is Australia experiencing a boom in interest from highly leveraged investors?
Why Lynas is now a 'buy'
The price for a kilogram of NdPr, the rare earth price most closely watched in relation to Lynas, the only producer outside China, hit $US39 in June. Lynas' cost of production is $US14.50.
Time for Cromwell to end IOF uncertainty
TPG's flirtation with Fairfax Media was at least over quickly. Cromwell and Investa Office Fund's courtship has been too long and too distracting.
Media reform brings back memories of mogul heyday
Remember the good old days when media moves were beautifully orchestrated and executed with precision planning?
Irony galore in SA bank tax fight
SA opposition leader Steven Marshall has ensured his party would get the indirect advertising backing of the banks.
Fairfax goes back to Plan A
TPG and Hellman & Friedman haven't given a reason why they changed their minds about Fairfax but the fact that both have lost interest will raise concerns.
A financial year dominated by Amazon
The online monster with its virtuous recycling of free cash flow is changing the facing of retailing.
Banks want Marshall to kill SA bank tax
It is staggering Jay Weatherill and Tom Koutsantonis don't understand the unintended consequences of their move against the banks.
Slater & Gordon a rolled gold disaster
Slater & Gordon has lost sight of its true purpose after listing on the stock exchange a decade ago.
Macquarie shares lessons of lost deal
Chris Voyce shares his lessons from how Macquarie's losing bid on a deal that managed to surprise with creativity in financing.
Downer's Fenn has perfect timing
It is one of the delicious ironies of hostile takeover offers.
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