This Month
These two issues should frame the election. Don’t hold your breath
Tension between Australia’s cost-of-living crisis and our record household wealth lies at the heart of this federal poll. Real, long-term thinking is needed.
Here’s Blackstone’s next big target in Australia
Just months after spending $24 billion to buy AirTrunk, Blackstone president Jon Gray has another big Australian market on his agenda.
British lord and adviser reveals secrets on what makes Trump tick
There is method to Trump’s madness according to this Rothschild representative, who has previously negotiated steel tariffs with the US president.
The curious case of the company with half its market cap to give back
Nine Entertainment looks certain to pocket $1.4 billion from the sale of Domain to US group CoStar. What it does with the cash will be the subject of fierce debate.
The Reject Shop finds a pot of gold at the end of a Canadian rainbow
Dollarama’s cash bid for the ASX minnow resulted in a big premium from a strategic buyer with no regulator risk – shut up and take shareholders’ money.
Car tariffs more proof that Trump’s new world order is coming
Just two weeks after the US president bought a Tesla from Elon Musk’s electric vehicle maker, he hit the products coming out of its factories.
The easy days of banks buying their own shares are numbered
The big four have bought nearly $30 billion worth of their own shares since August 2021. What happens when that buying stops?
Inflation data brings two rays of housing crisis hope
Wednesday’s inflation data strengthened the case for another rate cut and contained another slice of good news on housing.
US consumers are freaking out. Australian investors should worry
Donald Trump’s tariffs have smashed confidence at the same time as household wealth has taken a whack from falling shares. April 2 looms larger by the day.
Just like the ASX, Chalmers’ pitch is mired in Australian mediocrity
The ASX’s malaise is also evident in the ‘lay-buy’ budget. But solutions require the sort of courage and long-term thinking lacking in business and politics.
Star’s Steve McCann goes all in on Salter Brothers
There is no more time for Plan B or Plan C. Salter Brothers has to work.
Gold fever brings open-pit M&A warfare. Beware investors
In case a $2.2 billion bid for a twice-broke gold hopeful wasn’t enough, a new David vs Goliath battle has broken out in WA gold. Pity the shareholders.
PE money man Michael Lukin’s chase for the holy grail within reach
For 20 years, private equity funds have planned assaults on Australia’s non-institutional investor set. It’s finally happening, and is possible because of one thing.
Don’t be fooled by the sudden burst of tariff bullishness
The outbreak of hope that greeted Donald Trump’s announcement that he may give “a lot of countries breaks” on the levies looks to be built on shifting sands.
$12b traded in seconds: Inside ASX’s record day
A quiet day when $20.3 billion of Australian shares changed hands? It is time to wake up.
James Hardie’s $14b bet exposes gulf between Aussie and US investors
The industrial logic of James Hardie’s big bet on US giant Azek is sound enough, but the price is already worrying investors.
‘Peak fear day’ is coming for markets. Our super sector is exposed
Donald Trump calls it “liberation day” but the date of his next big reveal on tariffs comes at a risky time for Australia’s large superannuation funds.
How Solomon Lew will win the tariff war amid ‘worst conditions in 62 years’
Consumers are feeling stressed and conditions are tough, but the retail guru is still looking for growth.
Macquarie’s Viktor Shvets sees a world on fire. Here’s how to play it
Investors have been slow to wake up to the scale of change Donald Trump is trying to engineer, in part because it seems so wild. But inertia could be costly.
Why the ACCC can’t limit Coles and Woolies’ power
The two supermarkets will cop more scrutiny on their practices and globally impressive margins, but their long-term market position and power will stay intact.