Yesterday
- Opinion
- Investment banking
Irritable, down on Sunday nights? Ex-trader demystifies burnout
Former trader Nick Gorman delivers some advice to former colleagues on Citi’s equities desk in Sydney – and it’s pretty simple stuff.
- Anthony Macdonald
- Opinion
- Opinion
Cettire should learn from its reality check
The luxury retailer needs to learn that a rapidly rising share price attracts rising scrutiny and rising scepticism.
- James Thomson
- Opinion
- Opinion
The silver lining in the weakest GDP growth in 30 years
There’s nothing pretty about the slowest economic growth since the 1990s. But tepid GDP growth will keep investor belief in rate cuts and a brighter second half of 2024 alive.
- James Thomson
- Opinion
- Opinion
PwC stays in spotlight through its stubbornness - and a new scandal
As PwC deals with a fresh misstep in the US, its refusal to hand over a report into the Aussie tax leaks scandal means the sector still can’t cauterise this crisis.
- James Thomson
This Month
- Opinion
- Opinion
Hospitals are the pain point in the private health sector
NIB boss Mark Fitzgibbon acknowledges private hospitals are under pressure. Tuesday’s rise in health insurance premiums will kick off a new battle.
- James Thomson
- Opinion
- Opinion
China’s big growth target won’t solve its six big problems
China’s GDP growth target for 2024 is probably unrealistic, but it’s the lack of concrete stimulus plans that should worry investors and economists.
- James Thomson
- Opinion
- Executive shake-up
How a little acquisition exposed Healius’ core and has heads rolling
Inbuilt system growth covered the cracks for years. Now there is nowhere to hide and its two-pronged pathology/radiology strategy will be consigned to history.
- Anthony Macdonald
- Opinion
- Opinion
Bubbles talk rules, but this fundie sees ‘rolling bear markets’
As bitcoin and Nvidia surge, talk of a bubble is everywhere. But this $25 billion global fund manager warns there is serious pain playing out beneath the surface.
- James Thomson
- Opinion
- Boral
Boral bristles for round two with formidable Stokes
Ryan Stokes wants to add the cement maker to his trophy cabinet. Will he and father Kerry get what they want, again? History says they’re hard to beat.
- Anthony Macdonald
- Opinion
- Opinion
Downer’s stoush with KPMG a big test for corporate Australia
Cosy relationships between big four audit firms and directors have greased corporate Australia’s wheels for decades. Now they are coming under pressure.
- Anthony Macdonald
- Opinion
- Opinion
Why rising house prices make RBA rate cuts less likely
The latest data from the housing market says supply remains weak, and prices are rising again. That will probably give the RBA a headache.
- James Thomson
- Opinion
- Opinion
Macquarie stoush exposes private capital’s ‘make-believe’ problem
The dispute between the investment bank and Switzerland’s Julius Baer highlights the problem of how valuations in private markets lag those in public markets.
- James Thomson
- Opinion
- Opinion
Big profit margins at Woolworths and Coles are only part of the story
Australia’s supermarkets do make higher profits than offshore peers. But one of the sector’s top analysts says there is an important reason why.
- Anthony Macdonald
- Opinion
- Opinion
What it’s really like inside a fund manager’s morning meeting
Chanticleer was given a rare look inside the morning meeting of Yarra Capital Management’s equity team. Here are four big themes that emerged.
- James Thomson
- Opinion
- Opinion
What I learnt from 27 CEOs in 29 days
Profit season is like a magical mystery tour of the economy, revealing pain, profits and potential. Here’s what we learnt from speaking with 27 top CEOs.
- James Thomson
- Opinion
- Opinion
The WFH message in corporate job cuts
The list of companies trimming staff has grown in the last months as cost-cutting programs proliferate. Could that shift the WFH debate again?
- James Thomson
February
- Opinion
- Earnings season
Ramsay shows belts are tightening on new investments
Ramsay Health Care has lifted its hurdles for new investments. Investors want to see more.
- Anthony Macdonald
- Opinion
- Earnings season
Chanticleer’s good, bad and ugly of reporting season
Spectacular share price moves, political anger, earnings beats – the February profit season has had it all.
- James Thomson and Anthony Macdonald
- Opinion
- Opinion
Why James Packer is the luckiest billionaire in Australia
Crown Resorts may have given him plenty of heartburn, but the latest ugly numbers from Star Entertainment show how well-timed the sale really was.
- James Thomson
- Opinion
- Opinion
Confessions of a royal commission survivor
Renato Mota took on one of the biggest post-royal commission rebuilds at Insignia. He leaves after five years with questions over where advice and super are heading.
- James Thomson
