Picks of the Week
In this week’s essential reading guide, Bartholomeusz analyses BHP’s results and Gottliebsen considers the implications of negative interest rates.
Stephen Bartholomeusz
In framing its new dividend policy, BHP has allowed itself some flexibility while also giving shareholders and the market what they wanted.
Turning the world of money on its head
Robert Gottliebsen
Negative interest rates are here to stay and people will need to adapt to this new topsy-turvy world, including Australians engaged in negative gearing.
Wesfarmers needs to decide what kind of conglomerate it is
Stephen Bartholomeusz
It’s become increasingly evident that Wesfarmers is essentially a retail conglomerate with a few odd and unrelated bits tacked on.
China will be in the hot seat at the G20
Victoria Thieberger
Leaders at the Group of 20 summit will have to juggle immediate worries about global growth against China’s longer term policy ambitions.
A booster shot of corporate reassurance
Miranda Maxwell
This earnings season is shaping up to be one of the best since the GFC, relative to expectations.
Cameron’s gamble could destroy his premiership — and the EU
Oliver Marc Hartwich
No matter the outcome of Britain’s ‘Brexit’ referendum, it has already changed the nature of the EU.
The corporate core of Apple’s polished spin
Luke Mckenna
The world’s most profitable company only cares about the right to privacy to the extent that it boosts device sales.
China can’t escape its currency bind
Katrina King
As China butts its head against a monetary policy trilemma, the potential for a meltdown is real.
Most Read
Arrium backs banks into a corner
Stephen Bartholomeusz
As the steelmaker and iron ore producer bleeds cash, unsecured lenders will have little choice but to go along with a proposed recapitalisation plan.
Most Commented
Robert Carling
The debate sometimes looks like a contest for the least relevant point.
Bank fee scandal bill mounts
Provisions by the finance sector for its fees-for-no-service scandal continue to grind towards $2bn and there’s more to come.
NAB ban beats Canberra heat
The Hayne report continues to make waves with NAB banning introducer payments ahead of a parliamentary grilling.
Flexibility the key to BHP’s new dividend policy