Yesterday
What Coles’ deal to buy milk plants says about the dairy sector
Australia’s milk industry needs a new white knight. Instead, it has found a supermarket giant. Here’s why that’s worrying news.
- Anthony Macdonald
- Opinion
- Opinion
Evan Thornley’s new fund aims to combat high house prices
Entrepreneur Evan Thornley believes high house prices are here to stay. His new shared equity fund aims to do something about it.
- James Thomson
March
- Opinion
- Leadership lessons
Chanticleer’s top seven CEOs
The longest-serving Chanticleer columnist names the chief executives who stood out because of their strategies, insights and honesty.
- Tony Boyd
- Opinion
- Opinion
Why ‘uneconomic’ mortgages are forcing a rethink at the big banks
Competition has pushed returns on mortgages for the big banks below their cost of capital. Senior bankers face some tough strategic choices.
- James Thomson
- Opinion
- Opinion
This relatively unknown fund could double in size by 2030
New Forests Asset Management is arguably the fastest-growing fund manager in Australia that nobody knows.
- Tony Boyd
- Opinion
- Mergers & acquisitions
Why McKinsey says M&A isn’t dead
Executives and directors are slowly recognising the relative calm they’d known since the GFC isn’t coming back, and growth plans can’t be put in the freezer forever.
- James Thomson
- Opinion
- Opinion
ASIC drowns in regulation while chasing white-collar crime
The corporate cop is a soft and immovable target for critics who have every right to call for accountability. But this is hardly a suitable environment for rebuilding its ‘battered’ culture.
- Tony Boyd
- Opinion
- Opinion
How it might get ‘uncomfortable’ for Australian commercial property
New analysis from Morgan Stanley flags “uncomfortably high” gearing levels for commercial property.
- James Thomson
- Opinion
- Opinion
ASIC move should end ASX chairman’s tenure
ASX chairman Damian Roche should not survive an ASIC investigation into the equities market operator’s suspected breaches of continuous disclosure.
- Tony Boyd
- Opinion
- Opinion
Four reasons Liontown wants to make Albemarle pay up
The battle for the lithium producer is about more than one company. It’s also a deal that could help decide who can influence the way this booming sector grows.
- James Thomson
- Opinion
- Opinion
Banks underpin fortress Australia
Australian banks have world-leading capital strength and that allows them to compete more vigorously for customers. They can survive an economic crisis.
- Updated
- Tony Boyd
- Opinion
- Opinion
Banks shrug off global crisis and go to war instead
The banking sector says it’s well-placed to withstand global turmoil. But in two key sectors of the market, loans are being written below the cost of capital.
- Updated
- James Thomson
- Opinion
- Opinion
Brookfield plays national interest card to get Origin deal past ACCC
The next hurdle for Brookfield in its $18.7 billion Origin takeover is securing approval from the competition watchdog. Here’s the case it will make.
- Updated
- James Thomson
- Opinion
- Opinion
Solomon Lew: The consumer is somewhat out of control
The retail billionaire says consumers aren’t slowing down, but he’s ready to take advantage of any downturn.
- James Thomson
- Opinion
- Opinion
Why BoQ’s chairman will become a Band-Aid CEO
Patrick Allaway says his shift to the chief executive role will provide stability at a crucial time for banking. But the move also highlights BoQ’s missteps.
- Updated
- James Thomson
- Opinion
- Opinion
The imaginary nepotism that drives Carsales global growth
The long-term approach of Carsales and its CEO Cameron McIntyre has delivered big gains for investors. He reveals his secret to staying strategic.
- James Thomson
- Opinion
- Opinion
Two reasons to stay worried about the banking crisis
The past two weeks have reminded us that periods of calm in the banking sector have a habit of ending rather abruptly and there is still much to be resolved.
- James Thomson
- Opinion
- Superannuation
Beware the risks in making super safer
Australia should be wary of going down the same regulatory road as the UK which made its pension system “safe” at the cost of efficiency and market-leading returns.
- Tony Boyd
- Opinion
- Opinion
Chalmers steps into an ASX battle that Swan and Morrison could not win
Jim Chalmers is the third treasurer in 15 years to attempt to break the ASX monopoly on clearing and settlement. The ASX is likely to fight back hard.
- Tony Boyd
- Opinion
- Opinion
Why this big investor dumped the big four banks for Macquarie
Concerns about lack of growth in the mortgage market are behind the decision by Soul Patts to go underweight the big banks and overweight Macquarie Group.
- Tony Boyd
