Today
- Opinion
- Opinion
China is still all talk on stimulus – for one good reason
China is again talking up its willingness to stimulate its spluttering economy. But action is unlikely to come until we know more about Donald Trump’s plans.
- 1 min ago
- James Thomson
Yesterday
- Opinion
- Opinion
What forced ANZ board to move on Elliott
Facing the prospect of an embarrassing protest vote at next week’s AGM, ANZ’s board is ringing the changes.
- Anthony Macdonald
- Opinion
- Opinion
This one word explains why Regal’s tilt at Platinum collapsed
The two companies are a long way apart on the merits of a tie-up, but both camps can agree on one thing.
- James Thomson
- Opinion
- Opinion
ANZ’s left-field CEO pick piles risk upon risk
A new chief executive with no Australian experience will spend years finishing Shayne Elliott’s signature projects. It’s a perilous sandwich for investors.
- James Thomson
This Month
- Opinion
- Opinion
AusSuper has a $1 trillion problem. It’s working backwards to solve it
While the Australian super system deals with its first real crisis, AustralianSuper’s Paul Schroder is looking to the future.
- James Thomson
- Opinion
- Opinion
Here’s the key ASX sector UBS is targeting in 2025
The ASX 200’s strong rise has been tinged with frustration for many investors because of the banks and miners. UBS is hunting in a different sector in 2025.
- James Thomson
- Opinion
- Opinion
Wesfarmers CEO: ‘We can’t just wait around for rates to fall’
As Rob Scott says goodbye to an unsung hero of his own investment success, he says Australia’s tepid GDP growth can be a rallying point for the private sector.
- James Thomson
- Opinion
- Opinion
No one has come out of CBA’s cash blunder looking good
The bank’s fee mess is an uncharacteristic stuff-up. But it’s also a missed opportunity to have proper debate about technology, economic growth and equity.
- James Thomson
- Opinion
- Opinion
Forrest-backed all-female fund wants to change a pale, male industry
Nicola Forrest will invest $100 million to seed the first all-female fund in Australia. But one of the star stock pickers says it’s a tough time for fundies.
- Updated
- James Thomson
- Opinion
- Opinion
This is the problem that CEOs have with GDP
Another tepid set of growth numbers will heap more pressure on the government. But it’s the next 20 years that both sides of politics need to think about.
- Updated
- James Thomson
- Opinion
- Opinion
Super sector’s problems are much bigger than Cbus
The damning review of governance at CBUS shows while industry funds have led the way in gathering and growing assets, they now need to play governance catch-up.
- James Thomson
- Opinion
- Opinion
MacCap tips investment banking’s ‘winter’ is over
The advisory’s head, Tim Joyce, is growing more confident that better times are around the corner for local deal-making.
- James Thomson
- Opinion
- Opinion
Woolies’ fresh crisis is nasty, but there’s a much bigger story here
New chief Amanda Bardwell’s baptism of fire has worsened, with a big hit from strikes. It’s a reminder that the cost-of-living crisis is far from done.
- James Thomson
- Opinion
- Opinion
‘Overvalued’: Early verdict on DigiCo float feels like a GyG rerun
David Di Pilla cleverly and quickly seized on the hottest story in markets to get his listing away. But a bigger debate is brewing on the data centre sector.
- James Thomson
- Opinion
- Opinion
What’s really at stake in Coles and Woolies’ pricing fight with ACCC
Coles and Woolworths know they’ve already lost their fight with the ACCC over allegedly dodgy discounts in the court of public opinion. But there are two reasons they’ll still want a legal victory.
- James Thomson
- Opinion
- Opinion
Fear, greed and Trump: this $5b deal is a part of gold’s global rush
The $5 billion tie-up between Northern Star and De Grey Mining is occurring against the backdrop of surging gold prices driven by three key forces.
- James Thomson
- Opinion
- Opinion
Wall Street’s great contrarian reveals his playbook for 2025
Investors are all-in on the idea that there’s no alternative to going long US exceptionalism. But one prominent voice is speaking up against the crowd.
- James Thomson
- Opinion
- Opinion
The five things next year’s IPOs need to make them sing
If next year’s IPO contenders can tick these boxes, they’re a good chance of getting away. If not, they’ll try to use price to bridge the gap, which is never easy.
- Anthony Macdonald
November
- Opinion
- Opinion
Why stock pickers are worth saving in a world gone passive and private
Active management is supposed to be about allocating capital in the best way for the long term. But fundies have found themselves in a short-term pain cycle.
- James Thomson
- Opinion
- Opinion
How Rio and BHP got caught in a three-way Trump squeeze
Rio Tinto and BHP maintain their relations in Beijing, buddy up to the new team in Washington and try to protect their interests in Canada. But it could just work out for the pair.
- James Thomson
