This Month
How Goldman Sachs will keep deals ticking over in volatile times
The beauty of M&A is that it comes in all shapes and sizes – and Goldman Sachs’ bankers are not afraid to pivot.
April
The RBA’s rate cuts are coming, but hold the avalanche
There’s one data point between Australians and a May rate cut and economists are tipping it should be fine. But what happens next is ripe for debate.
Banks can’t afford to bust the defensive myth propping up share prices
It’s amazing how we all get sucked into short-term market narratives. Do we really think highly leveraged banks are safe havens? Surely, it’s a fad.
Jayne ‘Hard Liquor’ has a big job ahead at drinks empire
Jayne Hrdlicka is jumping from one fix-up job at Virgin to the next at Endeavour, and she’s going to have to put some noses out of joint – again.
Trump’s turbulence is hurting Australian earnings more than expected
From Flight Centre to Brambles, boards are starting to get enough firm data to realise the US president’s tariff threats are more than just noise.
Has Bally’s met its match in an impossible Star turnaround task?
The American giant has turned around plenty of casinos in the past. Now it is turning its attention to tackling its most daunting challenge yet.
It’s time for Australia to double down in a global quantum arms race
Former chief scientist Cathy Foley reckons — whether by design or luck — Australia could be among a handful at the forefront of the next great tech innovation.
WiseTech and MinRes’ founder troubles are now succession problems
With their leaders’ power galvanised by scandals, the two companies are trying to get on with life. But what does the future really look like?
Star accounts reveal Bally’s is trying to catch a falling knife
The gaming group isn’t out of the woods. If its shares are worth much, you have to squint really hard to see it.
China’s economy – not tariffs – is the big risk to Australia
Despite the trade war, the iron ore price has barely blinked. But big global investors doubt that’s sustainable, and that means a big hit on our miners.
Ramsay Health Care doesn’t want to waste a Healthscope crisis
The ASX-listed hospitals group is trying to fly below the radar with Healthscope, but the door is ajar. There is blood in the water and sharks come in all varieties.
The sell-off we had to have is only part-way done
In an environment when the market could drop 5 per cent on any given day and throw off opportunities, investors have to go back to basics.
Trump’s big problem didn’t go away this week, it got more urgent
For Australian investors who live and work outside the US political cycle, it is easy to forget that the president is working under considerable time pressure.
Buckle up for next 90-days as tariff talks play out
Sentiment turned on a dime on Thursday as investors piled back into equities. We spoke to one of the country’s top wealth investor shops to find out why.
Bond markets smacked Trump’s tariff plan. He had to back down
Markets are recovering, but the scars from Trump’s tariff saga will run deep.
The day a market rout turned into something scarier for investors
What looked like a standard and orderly sell-off – overpriced equity markets reacting to an economic growth shock or the prospect of a US recession – is starting to look leaky.
This $US1b-plus cash bid is a real test of valuations in jumpy markets
Who would have thought Australia would be home to the only $US1 billion-plus cash M&A deal globally since ‘liberation day’?
Whipsawing Wall Street puts ASX back in a tailspin
Investors and traders start the day doing one thing, and finish it doing the opposite. Welcome to markets in the Trump-tariffs era.
Sell-offs can be good (for some). Here’s what top funds are buying
Volatility, dispersion and a market on sale – as passive funds go into hiding, this could finally be a stock pickers’ game and a chance to prove themselves.
Star as we know it will be over, top execs cleaned out: Bally’s
Star Entertainment’s new controlling shareholder says there is still money to be made in gambling but the company had been badly managed for years.