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Activist investor gets modest increase out of Indonesian coal barons
Former Goldman Sachs banker Jeremy Raper said a 15pc increase in an offer for the parent of Stanmore Resources was ‘pretty stingy’.
- Aaron Patrick
- Opinion
- Investing
Investors are going to learn some tough lessons on illiquidity
Those who sucked up illiquid assets after the GFC believing rates would stay low for long have the unenviable task of pivoting back into super-high-yielding liquids.
- Christopher Joye
- Opinion
- Chanticleer
How investors can play the next five megatrends
The Australian Financial Review Business Summit told us to zoom out from today’s data to look at five big themes for the next 30 years. Investors can start thinking about how to play them now.
- James Thomson
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This Month
- Opinion
- Tech Observed
Optus and Telstra unite in cyber battle
In the aftermath of its massive cyberattack Optus CEO Kelly Bayer Rosmarin cut a lonely figure, but now even Optus’ bitterest rivals are in her corner.
- Paul Smith
Santos investors unconvinced by Snowcap campaign
While investors are frustrated at the oil and gas producer’s ailing share price, they aren’t convinced by the argument that the growth strategy should be ditched.
- Angela Macdonald-Smith
Why this fundie believes bonds offer better risk-reward than equities
Schroder’s Kellie Wood says it’s back to the good times for bonds but remains cautious on high yield, shorting the asset class.
- Emma Rapaport
‘Why are they going after labour hire? McKinsey is the same as us.’
Labour hire firms are being unfairly targeted by the Albanese government’s “same job, same pay” policy, says WorkPac CEO.
- Sally Patten
‘I am the poster child’: Why work sponsors are good for women
Three senior directors discuss how having a sponsor propelled their careers and made them take risks.
- Sally Patten
- Exclusive
- Activist shareholders
‘Reckless’ Santos has ‘lost its way’, investor Snowcap says
The UK-based activist investor says reforms to oil and gas producer’s “reckless” growth strategy could increase value for shareholders by up to 50 per cent.
- Angela Macdonald-Smith
- Opinion
- The AFR View
RBA’s narrow path calls for a reform agenda
As Business Council of Australia president Tim Reed says, a government that promised to operate in the reform tradition of Hawke and Keating lacks an ambitious agenda.
- The AFR View
Business urged to ‘fight really hard’ against IR changes
Business leaders have been warned the worst is yet to come from Labor’s policy agenda on industrial relations and environmental approvals.
- Lucas Baird and Phillip Coorey
PEP and Brookfield point to perils in public markets
Two of the biggest names of Australia’s alternatives industry say you shouldn’t write off private capital just yet.
- James Thomson
- Updated
- Business Summit
Lowe reveals the data that would force a rate pause in April
RBA governor Philip Lowe says he is closer to hitting a pause on the rise in interest rates, and hoses down talk that rates have to move as high as those in the US.
- Updated
- Michael Read
‘No victims’ of Optus data hack: CEO
A defiant Kelly Bayer Rosmarin said while Optus made mistakes related to the 2022 hack, no customer has suffered any financial loss from the massive data leak.
- Lucas Baird
- Opinion
- Business Summit
Mortgage holders are conscripts in the RBA’s war against inflation
Homeowners who bought two or three years ago may have repayments about to triple, and most don’t understand why they have to take such a huge hit.
- Jennifer Hewett
Private markets titans back their asset class over bonds
Private markets managers and bond fund managers are split on where to get the best returns in an uncertain world.
- Jonathan Shapiro
Russian hackers will face a more ‘hostile’ Australia: Home Affairs
Home Affairs chief Mike Pezzullo said Russian hackers must be brought to heel, while Telstra’s cyber boss said the Optus hack could have happened to anyone.
- Jessica Sier
Inflation forcing business to embrace ‘big R’ reform: PwC
High inflation has forced businesses to pursue the difficult, and risky, task of digitising their operations to reduce costs because they cannot continually raise prices, says the head of the nation’s largest consulting firm.
- Edmund Tadros
Philip Lowe and why the battle against inflation is so tough
The RBA governor sat down with AFR economics editor John Kehoe at The Australian Financial Review Business Summit to talk about everything from interest rates to digital payment systems.
RBA shifting to dovish rates approach: Pendal Group
The Reserve Bank of Australia has shifted to a more dovish approach for its rates decisions, according to Pendal Group income strategies head Amy Xie Patrick. Follow updates live.
- Updated
- Gus McCubbing, Campbell Kwan and Georgie Moore
- Opinion
- Cryptocurrencies
Australia will need to keep pace with digital currencies around the world
A CBDC in Australia this decade must solve challenges around potential disintermediation of the banking sector. But China and the ECB are pushing ahead.
- Tom Richardson
Electricity prices to jump at least 20pc in July: Origin boss
Electricity prices are poised to jump by more than 20 per cent when the energy regulator unveils changes next week.
- Michael Read
Lowe ‘very sceptical’ about digital dollar for consumers
The benefits of a central bank digital currency are more likely to be seen in wholesale markets, the RBA governor tells the Summit.
- James Eyers
