Today
- Opinion
- Opinion
In this new reality, retailers face tough choices
Retail sales might have bounced back, but COVID-19 has accelerated a shift on online that is already leading smart retailers to make hard decisions.
- 1 hr ago
- James Thomson
Yesterday
- Opinion
- Opinion
Howard Marks: why the odds don't favour investors
Legendary investor and Oaktree founder Howard Marks says there are plenty of good reasons for the melt-up on global markets. But are investors being rewarded for the risks they're now taking on?
- James Thomson
- Opinion
- Opinion
Ambiguity in CBA's Speed report
Commonwealth Bank of Australia obtained legal advice following former director Andrew Mohl's email disputing what Catherine Livingstone told the Hayne commission.
- Tony Boyd
This Month
- Opinion
- Opinion
Chevron's NW Shelf exit a sign of the times
Chevron's exit from the North West Shelf is a sign of the times for the company and the project itself.
- James Thomson
- Opinion
- Opinion
Beware the September 'cliff' facing SMEs
The end of the government's SME support package in September is a worry for the wider economy.
- James Thomson
- Opinion
- Opinion
What really worries the RBA about the property market
The fascinating dump of RBA documents includes the recommendation – not taken up – that the government halt property sales altogether. But it also suggests the bank's biggest concern is how a fall in dwelling investment flows through the economy.
- James Thomson
- Opinion
- Opinion
Apple to sail through antitrust crackdown
Apple is being targeted by regulators, but investors looking beyond these threats can't see any significant long-term damage to the firm's money generating power.
- Tony Boyd
- Opinion
- Opinion
BHP's capital crusader set the platform for new blood
BHP's outgoing CFO Peter Beaven has instilled a discipline around spending that will help successor David Lamont and CEO Mike Henry.
- James Thomson
- Opinion
- Opinion
Industry super ready to back recovery
AustralianSuper chief executive Ian Silk is bullish about the decision by the federal and state governments to fast-track national building infrastructure projects.
- Tony Boyd
- Opinion
- Opinion
Why investors are buying into a rally they don’t believe in
A new survey suggests professional investors have followed retail investors into the market, but remain deeply and justifiably sceptical about valuations and fundamentals.
- James Thomson
- Opinion
- Opinion
Beware ASIC replacing class actions
Those wanting to ban class actions should be careful what they wish for. Replacing private enforcement with public enforcement could be a nightmare for directors.
- Tony Boyd
- Opinion
- Opinion
Behind Viva Energy's profit upgrade
Australian motorists are getting back on the road quicker than previously thought at the same time as petrol retailers move to rational pricing.
- Tony Boyd
- Opinion
- Opinion
McKinsey’s blunt warning for business
Australian business leaders cannot return to the management structures that have ruled for 50 years. Things are moving too fast in a post-COVID-19 world.
- James Thomson
- Opinion
- Big four
Inside the CBA boardroom
The different recollections of two leading figures in Australian business ought to be put in the context of a particularly fraught couple of years at the CBA.
- Tony Boyd
- Opinion
- Opinion
Healius deal is the right prescription
By selling its medical centres business, Healius becomes a simpler, stronger business – and one better placed to extract value from its private equity suitor.
- James Thomson
- Opinion
- Opinion
Boral's new CEO steps into a pressure cooker
Boral's new CEO Zlatko Todorcevski has three big investors who see value in the company. But they'll have no shortage of advice on how to unlock it, either.
- James Thomson
- Opinion
- Opinion
How Cyrus Capital plans to save Virgin
Simplifying Virgin Australia's operations and harnessing the power of Richard Branson's challenger brand are key, Cyrus Capital's senior adviser says.
- James Thomson
- Opinion
- Aviation
Brighter skies as Virgin sale nears
Good news in the domestic aviation industry is not necessarily being shared equally between the two players - Qantas and Virgin. But there is optimism Australians will soon start flying for leisure again.
- Tony Boyd
- Opinion
- Opinion
Why there's some comfort in the sell-off
The gyrations on the ASX and Wall Street might be a good reminder for investors of the uncertainty inherent in this post-COVID-19 period.
- James Thomson
- Opinion
- Software
Six post-COVID megatrends for value creation
The coronavirus has accelerated many disruptive trends and squashed years of changes into a matter of weeks. This poses several challenges for businesses.
- Tony Boyd
