February
Here’s why Australia-Canada ties matter more than ever
Challenges abound as the Trump administration aims to rewrite global trade rules.
Trump’s trade war could hit inflation, rates, and growth in Australia
The pressure is on the Albanese government to negotiate the same deal the Turnbull government did in 2018, which exempted Australia from steel and aluminium tariffs.
How China is turning Trump’s tariff war into a win
Rising US protectionism may prove to be an opportunity for Beijing to further improve trade ties with America’s frustrated allies.
January
Trump is wrong: Climate change, not China, is the threat to Panama Canal
Any loss of capacity, which is more likely to be caused by drought will ripple through supply chains and push up costs in Australia.
November 2024
Amcor’s whopper $76b tie-up shows it’s ready to rule the world
It’s one of the biggest deals of the year – and the financial numbers are eye-catching. Imagine $US650 million in synergies.
Five macro trends to watch in Trump’s new world order
As economists and strategists scramble to forecast the likely impact of Donald Trump’s next four years in office, one thing remains sure – it’s going to be big.
August 2024
Multinationals sound alarm over weak demand in China
Weak demand in China has been a feature of half-year earnings across much of the global consumer goods sector.
July 2024
This could be the funniest business book you’ll read all year
Former Australian trade negotiator Dmitry Grozoubinski has written a tome about international trade policy. And for that, he’s very, very sorry.
May 2024
America is undermining global rules, not defending them
Washington should dial down its claim to be protecting an international order that is clearly in decline, and instead talk up its defence of the free world.
America’s race to tear up trade rules hurts everyone
The US is growing tired of upholding the economic rules it laid out for the world after 1945. But tariffs only punish consumers and undermine competitiveness.
April 2024
‘It’s chaos’: Chinese EVs pile up at Europe’s ports
Executives say Chinese carmakers are not selling EVs in Europe as fast as they expected, turning ports into car parks.
March 2024
Lessons from a fund that has beaten the market for 50 years
Since 1973, Capital Group’s New Perspective Fund has ridden the shifting tides of world trade. With deglobalisation taking hold, will the strategy hold up?
January 2024
The world is better seen from Dubai than Davos
When the world was American-led, market-based and ever more democratic, Davos was a useful distillation of it. Dubai is now a more faithful portrait.
Ten ASX stocks that would be hit hardest by a macro shock
In what Ray Dalio says could be a year of seismic shifts, Plato’s David Allen is trying to protect his investors from shocks that can overshadow great stock-picking.
Iowa farmers stung by Trump’s trade war eye Haley
Trump’s tariff-heavy trade policies are less popular than many people think, and already swaying voters in the upcoming Iowa caucus.
November 2023
Simplifying APEC trade is even better than cutting tariffs
Streamlining clunky customs and quarantine procedures would have an outsize impact on the regional economy.
October 2023
Free trade and the MAGA mob
It is being left to Australia to fly the flag for the dismantling of barriers in a hostile Washington and a thawing China.
Farrell to meet G7 trade ministers in Japan
Australia will have a seat at the table at this weekend’s G7 trade ministers meeting in Japan.
Spurn trade, and make ourselves poorer
The world needs to update its ideas about free trade, not uproot them.
Why Australia needs to take India seriously
The Asian giant is the source of significant numbers of migrants and its burgeoning economy offers opportunities for investment.