September
- Opinion
- Chanticleer
‘It’s a race’: Khuda on AI, leadership and the Sydney Swans
After celebrating his $24 billion deal with a bit of rest and a footy final, the AirTrunk boss will be ready to charge into the company’s next growth phase.
- James Thomson
Australia just had its hottest M&A week (and it’s only September)
Nearly $24 billion worth of Aussie M&A deals were announced between Monday and Thursday evening – the highest since Newmont’s $24.4 billion bid for Newcrest last year.
- Sarah Thompson, Kanika Sood and Emma Rapaport
July
Dexus poaches AustralianSuper’s infrastructure tsar Nik Kemp
It is the biggest hire so far by the company’s new chief executive, Ross Du Vernet, who took over the top post from long-serving Darren Steinberg this year.
- Nick Lenaghan
- Exclusive
- Infrastructure
Victoria’s secrecy stalls cash for Suburban Rail Loop
Victoria has failed to hand over critical information about its controversial rail loop for almost two years despite seeking $11.5 billion from taxpayers.
- Ronald Mizen
April
- Opinion
- Chanticleer
Investors need to turn detective in the hunt for interest rate pain
Several sectors on the ASX have surged on the prospect of rate cuts that aren’t coming any time soon. It’s time for investors to reassess.
- James Thomson
- Opinion
- Chanticleer
Meet the Aussie who built a Wall Street infrastructure giant
Stonepeak founder Mike Dorrell learnt the infrastructure game at Macquarie and Blackstone before striking out on his own. Now he’s readying for a new infrastructure boom.
- Updated
- James Thomson
- Opinion
- Chanticleer
‘Big Short’ hero’s new big idea is one Aussie investors can ride
Famed US investor Steve Eisman says that when things are good, markets trade on stories. But there’s one theme that stands out from the rest.
- James Thomson
March
- Opinion
- Chanticleer
The shocking data that stopped Larry Fink cold
“I’ve seen a lot of numbers. But no single data point has ever concerned me more than this one,” the CEO of BlackRock says.
- James Thomson
November 2023
- Opinion
- The AFR View
Projects culled, but it’s the same old lack of discipline
Catherine King has cleaned up a project pile-up that took a decade to accumulate. But there is nothing in place to stop it happening again.
- The AFR View
‘We can’t do it all’: Infrastructure Australia boss on major projects
The federal government’s independent infrastructure adviser has warned that there isn’t the financing or the workers to deliver the nation’s largest project.
- Ronald Mizen
October 2023
- Exclusive
- Infrastructure
New road, rail spending slumps as Labor tells premiers to cut back
Just eight new projects valued at $6.6 billion were added in 2022-23, a sharp decline on the 24 projects valued at $25.3 billion added the year prior.
- Ronald Mizen
- Exclusive
- Infrastructure
Green energy transition will need ‘mountain of regional relocation’
Worker shortages in regional areas risk delays and budget blowouts in the push to turbocharge green energy projects, according to analysis by Infrastructure Partnerships Australia.
- Ronald Mizen
September 2023
Mookhey plots NSW’s return to surplus in two years
The state’s treasurer is promising voters “immediate assistance ... with long-term reform” in the Minns government’s first budget.
- Updated
- Samantha Hutchinson
July 2023
TRUE rattles the tin for $20m as it locks down AusSuper fund stake
The specialist fund manager is seeking to fund its acquisition of AustralianSuper’s holdings in two infrastructure funds.
- Sarah Thompson, Kanika Sood and Emma Rapaport
June 2023
Amber Infrastructure Group in NZ foray for mid-market deals
UK-headquartered Amber Infrastructure Group, which has been a prolific dealmaker in Australian mid-markets deals in recent years, is ready to test its playbook across the ditch.
- Sarah Thompson, Kanika Sood and Emma Rapaport
February 2023
NSW election spendathon to make RBA’s job harder
An election year cash splash and $116 billion in infrastructure spending could stoke the inflation and consumer price pain the RBA is trying to avoid.
- Samantha Hutchinson
- Opinion
- Chanticleer
Telstra’s Brady off to a good start. But a big call looms
Vicki Brady has begun her reign as Telstra CEO with a half of solid growth, driven by the telco’s powerhouse mobile division. The next big catalyst for the stock lies ahead.
- James Thomson
- Opinion
- Chanticleer
Ryan Stokes delivers RBA warning as Seven surges
The Seven Group boss sees resilience across the economy, but he worries a backwards-looking RBA could take rates too high.
- James Thomson
November 2022
Retailers are overstocked and ordering less: Toll Group
The MD of global logistics giant Toll says a ripple effect is underway in global trade as retailers cut back their inventory levels.
- Simon Evans
Heavy-handed government processes ‘defeat innovation’: O’Rourke
Laing O’Rourke boss Ray O’Rourke says governments “defeat innovation” by creating far too many hoops for infrastructure projects to jump through.
- Lucas Baird