Today
- Opinion
- Opinion
ANZ’s ‘once-in-a-lifetime’ deal comes with complexity
Shayne Elliott says seven years of simplification has set ANZ up for the $4.9 billion acquisition of Suncorp’s bank. But with growth comes complexity.
- 14 mins ago
- James Thomson
- Opinion
- Opinion
ANZ deal delivers Suncorp three big wins
Suncorp has extracted a solid price for its bank from ANZ. But the biggest benefits of the deal stem from becoming a standalone insurer.
- Updated
- James Thomson
- Opinion
- Opinion
ANZ/Suncorp deal will be first test for new ACCC boss
The watchdog has long bemoaned the market power of the big four banks, but proving that an ANZ takeover of Suncorp will substantially lessen competition may prove complex.
- James Thomson
- Opinion
- Opinion
How Australia’s top short sellers came in from the cold
After those such as John Hempton, Phil King and Ben McGarry spent the pandemic boom in the wilderness, rising rates and falling markets have been a boon.
- James Thomson
This Month
- Opinion
- Opinion
China’s property, banking pain has iron ore in a bear squeeze
COVID-19 is slowing China’s economy and sparking crises in its property sector, weighing on iron ore prices just as the big miners see costs rise.
- Updated
- James Thomson
- Opinion
- Opinion
Investment banking’s golden years look done for now
JP Morgan and Morgan Stanley both reported big falls in investment banking revenue in the June quarter, as uncertainty puts the brakes on deals.
- James Thomson
- Opinion
- Opinion
Satellite start-up SpaceLink fights for survival
Weapons manufacturer and space laser company Electro Optic Systems is seeking buyers for its data transfer firm.
- Tony Boyd
- Opinion
- Opinion
Telstra holds upper hand in TPG network deal
Submissions to the ACCC’s inquiry into the Telstra-TPG network-sharing deal in rural areas have raised concerns about Telstra expanding its already dominant position in mobiles.
- Tony Boyd
- Opinion
- Opinion
RBA’s jobs prize comes with super-sized headache
The RBA saw historically low unemployment as a significant achievement. But the jobless rate will put pressure on Philip Lowe to join the rush for super-sized rate rises.
- James Thomson
- Opinion
- Opinion
What the US inflation shock means for investors
More aggressive Fed rate increases are coming, lifting the chances of a US recession. Investors should be cautious about believing the worst is priced into stocks.
- James Thomson
- Opinion
- Opinion
The poop emoji in Twitter’s Musk lawsuit says it all
Twitter legal complaint against Elon Musk is a classic of the genre. But it’s hard to see how either side wins from a protracted legal battle.
- James Thomson
- Opinion
- Opinion
Bain CEO hails COVID-19 disruption
In an exclusive interview, Manny Maceda, global CEO of management consultants Bain & Co, says the pandemic will accelerate business transformation strategies.
- Tony Boyd
- Opinion
- Opinion
The two reasons why ANZ is chasing MYOB
If the deal goes ahead, ANZ would be the seventh owner of MYOB in the past 25 years, including two stints as a public company, the latter of which ended with KKR’s $2.4 billion privatisation in 2019.
- Updated
- James Thomson
- Opinion
- Opinion
Venture capital gets another wake-up call
The stunning fall in Klarna’s valuation, and further cuts to some estimates of Canva’s valuation, suggest the tech pain in public markets has infected private ones.
- Updated
- James Thomson
- Opinion
- Pay
The surprising news about CEO pay
Chief executives are still being handsomely rewarded, but growth in their remuneration has stalled in the past decade thanks to several factors.
- James Thomson
- Opinion
- Opinion
Why energy security is the burning issue
China’s omnipresence in renewables was lurking in the background on day one of the global energy forum in Sydney organised by the Australian government.
- Tony Boyd
- Opinion
- Opinion
The buy now, pay later party is officially over
The staggering fall in Klarna’s valuation and the collapse of the Zip-Sezzle merger exposes a sector still hunting for a profitable, sustainable business model.
- Updated
- James Thomson
- Opinion
- Opinion
ASX’s unusually high executive churn
In Dominic Stevens’ last significant act as the index boss, he accepted CFO Gillian Larkins’ resignation, leaving another problem for new CEO Helen Lofthouse.
- Tony Boyd
- Opinion
- Opinion
Why the next 10 days could decide the next energy crisis
The world may be waiting to see if Russia will strangle gas supply to Europe, but energy stocks are in a bear market as investors weigh up recession fears.
- James Thomson
- Opinion
- Opinion
Crunch time for Link’s board
This week is crucial for the Link Administration directors who are, in effect, conducting a public auction of the company with one potential buyer, Dye & Durham.
- Updated
- Tony Boyd
