Today
- Opinion
- Chanticleer
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.
- Anthony Macdonald
This Month
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.
- Joshua Peach and Jonathan Shapiro
August
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.
- Edward White and Thomas Hale
July
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.
- Hans van Leeuwen
May
- Opinion
- Opinion
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.
- Gideon Rachman
- Opinion
- Opinion
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.
- Edward Luce
April
‘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.
- Arjun Neil Alim, Robert Wright and Peter Campbell
March
- Opinion
- Chanticleer
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?
- James Thomson
January
- Opinion
- Opinion
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.
- Janan Ganesh
- Opinion
- Chanticleer
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.
- Updated
- James Thomson
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.
- Matthew Cranston
November 2023
- Opinion
- Opinion
Simplifying APEC trade is even better than cutting tariffs
Streamlining clunky customs and quarantine procedures would have an outsize impact on the regional economy.
- Robert Waschik and Craig Emerson
October 2023
- Opinion
- Opinion
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.
- Craig Emerson
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.
- Michael Smith
- Opinion
- Opinion
Spurn trade, and make ourselves poorer
The world needs to update its ideas about free trade, not uproot them.
- Richard Holden
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.
- James Eyers
September 2023
- Opinion
- Opinion
Europe joins US in prepping for China trade war
Policymakers on both sides of the Atlantic believe that it is not just their economies but their social and political stability that are at stake.
- Gideon Rachman
US-China decoupling is nascent but real, WTO warns
A major World Trade Organisation review says trade is starting to slow in goods at the heart of US-China tensions – and that extends to their allies as well.
- Hans van Leeuwen
August 2023
- Opinion
- Australian economy
Free trade is no longer risk-free in new world of de-globalisation
We can’t pretend national security risks and the need to reduce our carbon emissions don’t exist. But nor can this small, open economy give up on the free flow of goods, services, capital, technology, ideas, payments and people.
- Cherelle Murphy
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