Today
- Opinion
- Opinion
EVs sales splutter, but not this group’s offshore expansion strategy
CAR Group’s big move in the US came at a time of rising rates and softening consumer demand. It still worked.
- 48 mins ago
- Anthony Macdonald
- Opinion
- Opinion
JB Hi-Fi’s results weren’t great. Here’s why its stock still soared
The retailer’s stunning share price surge shouldn’t distract investors from the pressure we’re seeing on profit margins as the economy slows.
- James Thomson
Yesterday
- Opinion
- Opinion
Why this $27b giant sees a Goldilocks housing market
Demand remains strong, as are listings. That’s just about perfect for the housing market’s most important middleman.
- James Thomson
- Opinion
- Opinion
Software darling shuns suitors to try its own private equity job
It is a big call to go it alone. Many would buckle when PE approaches because the turnaround is too hard – or they don’t want to pass up a quick buck.
- Anthony Macdonald
This Month
- Opinion
- Opinion
Macquarie’s Viktor Shvets’ lesson from ‘mini heart attack’ on markets
Was the market rout – and rebound – a sign of how fragile markets are, or proof they are actually less risky? Viktor Shvets’ answer might surprise you.
- Updated
- James Thomson
- Opinion
- Opinion
Why Dan Murphy’s boss was almost sacked on his first day
As he celebrates three decades working at Dan Murphy’s, the Endeavour Group chief executive is ready for more direct feedback from his critics.
- Updated
- James Thomson
- Opinion
- Opinion
Housing crisis rages, but there’s no money in building flats
The property developer’s shock profit downgrade is all about its struggles to make apartment projects profitable, even as housing shortages worsen.
- James Thomson
- Opinion
- Opinion
Qantas case a timely warning for money-spinner Transurban
The flying kangaroo’s drama is relevant for Australia’s dominant toll operator, which is returning more cash than ever to investors despite political pressure.
- Anthony Macdonald
How the Qantas board fell for the cult of Alan Joyce
A scathing review of the national carrier’s board tells the story of a highly successful chief executive whose growing power was not adequately challenged. It ended badly for everyone.
- Updated
- James Thomson
- Opinion
- Opinion
Investors are developing a ‘dirty’ little secret
Glencore’s decision to keep its energy coal business is part of a broader push back against climate-related strategy shifts by big emitters.
- James Thomson
- Opinion
- Opinion
There’s ‘only one outcome’ that really matters, and it’s not Trump v Harris
Calmer markets mean investors are back to worrying about US politics and the Middle East conflict. But this leading strategist says both fears are overdone.
- Updated
- James Thomson
- Opinion
- Opinion
Why Jabiluka going to court may not be the last twist
When the answer is suing the government, you know there are problems. The almost-broke ERA has many.
- Anthony Macdonald
- Opinion
- Opinion
RBA is in no place to comfort fearful investors
The reality of Australia’s inflation problem means Michele Bullock has little room to encourage investors’ flagging animal spirits.
- Updated
- James Thomson
- Opinion
- Opinion
Euro summer madness is making markets look extreme
It’s easy to forget what day-to-day life looks like on the other side of the world at the moment. But it is an important part of the market sell-off story.
- Anthony Macdonald
- Opinion
- Opinion
Battered investors get a breather, but where to next?
After a torrid night on Wall Street, it’s calmer on the ASX and positively giddy in Tokyo, giving investors a chance to consider their next move.
- James Thomson
- Opinion
- Opinion
Wall Street’s night of fear could have been much worse
The sea of red on Wall Street on Monday night doesn’t tell the story of the outright panic that spread before the market opened.
- James Thomson
- Opinion
- Opinion
Five things investors need to watch next
Spotting the next shoe to drop in markets is never easy. But there are a few spots investors can look for signs of stress.
- James Thomson
- Opinion
- Opinion
Woodside’s new energy aspirations take $3.7b twist
While the likes of Air NZ drop climate targets, gas producer Woodside Energy is sticking to the scope three emissions goals that caused a storm in April.
- Anthony Macdonald
- Opinion
- Opinion
Why the market’s favourite trades are blowing up
For most of the day it was just a nasty sell-off. But by the end of Monday’s brutal session on the ASX, it was clear something much worse was at play.
- James Thomson
- Opinion
- Opinion
Why did the sharemarket run so hard in the first place?
There was a fragility about last week’s record high that made this sell-off inevitable. How long it lasts is the main game. It will be a tough week.
- Anthony Macdonald
