This Month
- Opinion
- Chanticleer
Don’t ignore this quiet correction on global markets
Friday night’s US jobs numbers gave markets a nasty jolt, but when we zoom out a more concerning picture emerges.
- 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.
AirTrunk’s $24b payday | Inflation brawl | Can a clean Star casino make money?
This week on the Chanticleer podcast, James and Anthony look at the sale of data centre giant AirTrunk, ask whether casino operator Star is about to run out of luck, and try to figure out who’s right: Michele Bullock or Jim Chalmers?
- Opinion
- Chanticleer
Australia’s China problem is bigger than we think
Look past the renewed pressure on iron ore prices. China needs radical surgery that its leaders appear reluctant to deliver. A prolonged period of pain looks likely.
- Updated
- Opinion
- Chanticleer
Why this fundie is watching the ‘housing Ponzi scheme’ so closely
From banks to healthcare stocks, the pain of poor housing affordability – and an uneven economy – is shaping Martin Conlon’s thinking.
- Opinion
- Chanticleer
How Blackstone and AirTrunk plan to build a $100b business
The deal of the year? That’s old news for Robin Khuda, who is already thinking much bigger. It’s music to the ears of his new deep-pocketed backer.
- Updated
- Opinion
- Chanticleer
Why Howard Marks says you’re making a big mistake
Howard Marks says investors must ignore manic depressive markets and focus on the bigger picture. Rates will be higher for longer and that will bring pain – and opportunity.
- Opinion
- Chanticleer
Why Nvidia’s plunge has global markets on edge
A historic fall in the chipmaker’s shares was followed by news it is in the sights of competition regulators. Nervous investors are looking over their shoulders.
- Opinion
- Chanticleer
AirTrunk isn’t just a $23.5b deal. It’s a moment
From artificial intelligence and private capital to property and energy, AirTrunk’s sale to Blackstone is a deal that brings together so many strands of Australia’s economy and society.
- Opinion
- Chanticleer
The big banks are about to strangle their golden goose
Institutions big and little have stormed into business banking in the past five years, attracted by strong growth and fat margins. But the party might be over.
- Opinion
- Chanticleer
History says REA’s $9b UK bet is a risk. But here’s why it can work
Local investors have been repeatedly burnt by big Australian companies trying to go offshore. But there are sound strategic reasons why REA can defy history.
- Updated
- Opinion
- Chanticleer
Inside Shemara Wikramanayake’s next big mission
Macquarie has built a powerful business across booming South-East Asia. Now, Shemara Wikramanayake is helping others to break in.
- Updated
August
CommBank’s plea to politicians | AusSuper’s $1b shocker | Results to watch
This week on the Chanticleer podcast, James and Anthony discuss AustralianSuper’s $1.1 billion blow, Matt Comyn’s plea to politicians, and the results to watch.
- Opinion
- Chanticleer
What I learnt from 30 CEOs in 30 days
The profit season has delivered a confusing picture of an economy stuck between cycles. Here are 30 nuggets to help investors navigate this tricky environment.
- Updated
- Opinion
- Chanticleer
The Star’s still too big to fail. Its redemption rests with one man
The Star will be given yet another lifeline. But its new rescuer-in-chief faces an incredibly difficult task.
- Opinion
- Chanticleer
The real message in Comyn’s swipe at cartoonish Canberra
Matt Comyn’s frustration is not just aimed at the Greens’ populist tax hit. It’s about the erosion of trust caused by fact-free claims and populist policies.
- Opinion
- Chanticleer
Australia’s twin housing crises could hurt Bunnings
Bunnings sales are slowing as building activity stalls. That’s a problem for Wesfarmers, which is priced liked a tech growth stock.
- Results Wrap
- Chanticleer
Perpetual ready to sprinkle riches; red flags at Cettire
Wesfarmers and Qantas headlined the final Thursday of earnings season, but it was Perpetual and Cettire’s results that caught our eye.
- Opinion
- Chanticleer
Qantas’ profit drop is a good sign for Hudson. But new tests loom
Chief executive Vanessa Hudson has walked the tightrope between customers, staff and shareholders. But will the economy make her turnaround harder?
- Updated
- Opinion
- Chanticleer
Why Nvidia’s stunning quarter still leaves room for doubt
The debate about the AI market darling isn’t whether it is fabulously profitable or growing like a rocket ship, but whether its growth can keep going.
