Yesterday
- Opinion
- Opinion
Six ways ‘Mercedes’ mortgages could hurt Australia
A series of changes in the banking sector is making lenders take less risk. One veteran analyst says that has grim ramifications for investors and the nation.
- Updated
- James Thomson
- Opinion
- Opinion
Seven’s Boral sweetener lets everyone claim victory
A new dividend and some peacemaking by Ryan Stokes has sealed Seven’s takeover of Boral.
- Updated
- James Thomson
This Month
- Opinion
- Opinion
Why we should celebrate the climate stoush at Woodside
An adult, active and thoughtful debate about Woodside’s climate transition plan is precisely what we want to see in corporate Australia.
- Updated
- James Thomson
- Opinion
- Opinion
Meet the Aussie who will be crucial to KKR’s $1.5trn ambition
KKR has set out some big goals, including more than quadrupling earnings and lifting assets five-fold. A little-known Australian executive will be vital to hitting the targets.
- James Thomson
- Opinion
- Opinion
NextDC feeds the ducks while they’re hungry
The data centre owner has played the capital markets game superbly to be on the cusp of the top-50 stocks. To stay there, it has to deliver.
- Anthony Macdonald
- Opinion
- Opinion
Hot US inflation delivers three warnings
The surprising data will give investors plenty to think about. But fading rate cut hopes will also have ramifications for politicians facing the ballot box.
- James Thomson
- Opinion
- Opinion
Fundies name ‘fallen angel’ stock picks
On Thursday morning, investors will be obsessing over what US inflation data says about rate cuts. But Munro Partners’ Qiao Ma won’t be one of them.
- Updated
- James Thomson
- Opinion
- Shares
Shrinking ASX looking worse this year, despite appetite for equity deals
Conditions are ripe for equity raisings, but boards have their heads in the sand. The few that have made the leap are being rewarded.
- Anthony Macdonald
- Opinion
- Opinion
NAB’s new boss just managed to do what most CEOs can’t
Australian corporate history is riddled with examples of passed-over CEO candidates exiting. But NAB has just bucked the trend.
- Updated
- James Thomson
- Opinion
- Opinion
Chalmers’ merger reforms will change dealmaking
The treasurer’s sweeping reforms will transform how deals are done in Australia, but could change the way the economy develops.
- James Thomson
- Opinion
- IPO
There is something about GYG that makes it impossible to ignore
The Guzman y Gomez story is now spicier than one of its $13.70 chicken burritos. It is interesting to see who bought in, and why.
- Anthony Macdonald
- Opinion
- Qantas
Qantas’ ‘world’s best’ loyalty scheme battles points hoarders
The airline’s frequent flyers are great at accumulating points – they always have been. But Qantas has to help them get better at spending the points to shore up its loyalty proposition.
- Anthony Macdonald
- Opinion
- Opinion
Jamie Dimon reveals three risks – and his leadership secret
We extracted the big lessons for investors and leaders from the JPMorgan CEO’s 27,000-word letter to shareholders.
- Updated
- James Thomson
- Opinion
- Opinion
‘Big Short’ hero’s new big idea is one Aussie investors can ride
Famed US investor Steve Eisman says that when things are good, markets trade on stories. But there’s one theme that stands out from the rest.
- James Thomson
- Opinion
- Mergers & acquisitions
Private equity back to clean up its mess at troubled jobs agency
Jobs agency APM’s situation gets more bizarre as it goes looking for another frog to kiss.
- Anthony Macdonald
- Opinion
- Opinion
We’re still waiting for the silver bullet for grocery prices
Cost of living pressures may have led to the current rush of grocery inquiries, but we’re no closer to finding the solution.
- James Thomson
- Opinion
- Mergers & acquisitions
Ansell shows how to create new interest in an old story
Cheap stock never goes out of fashion. The key for a company is to issue it only occasionally, and make the most of when it does.
- Anthony Macdonald
- Opinion
- Opinion
Hudson walks a fine line with Qantas’ $120m loyalty revamp
In recent months, Vanessa Hudson has done well to pull Qantas out of its ugly dive. The airline is saying all the right things and also starting to walk the talk.
- James Thomson
- Opinion
- Energy transition
Richard Goyder’s plight is worth watching
It’s a surprise to see a proxy adviser take on Woodside Energy chairman Richard Goyder. But it is another timely reminder of the way capital markets are headed.
- Updated
- Anthony Macdonald
- Opinion
- Supermarkets
Rise of the corporate farmer changes the supermarket game
Who is growing our food? An influx of institutional capital into farmers and growers suggest the game has changed.
- Anthony Macdonald
