Opinion

  • No shortage of love for Carrefour's Asian assets

    Woolworths, which has hired Citi to search for potential acquisitions offshore, is believed to have shown initial interest.

  • Gold price gives M&A activity a shot in the arm

    A bidding war for

  • All aboard the Santos capital raising bandwagon

    CBA analysts said Santos would need around $6 billion to meet its cash flow requirements out to 2014.

  • Merrill expects Dexus shares to underperform

    Dexus' exposure to US industrial real estate is likely to continue to weigh on the company's performance.

  • Macquarie highlights FMG's Leucadia woes

    Macquarie raises the potential of Leucadia selling down its stake and creating a share overhang,

  • Compensation lawyer to crack down on Nufarm

    Slater & Gordon said it expected to launch a class action on behalf of

  • SouFun pricing range set

    Telstra is set to reap at least $452 million from the sale of its 50.5 per cent stake in Chinese real estate website SouFun initial public offering.

  • Tempered optimism

    Tomorrow's US monthly payrolls report will need to be a good one to keep the positive momentum on Wall Street extending into the Labor Day weekend.

  • Government: who needs it?

    There's a chance that the longer we don't have a government the better your shares will perform. Or that's the theory of some American investment strategists.

  • Oxford Dictionary 3rd Edition.com?

    The head of Oxford University Press, Nigel Portwood, recently caused a stir by openly considering the possibility that the third edition of the Oxford English Dictionary might be published in electronic form only.

  • Combine energy and climate change policies

    As the country waits for the formation of the next federal government, each major party leader must be planning the shape of and assignments for the next cabinet. I would like to suggest the formation of a portfolio that includes resources, energy, climate change and environment (RECCE).

  • EFPs exasperation on the rise

    When is a share trade not a real trade? And how do you know what is the true market volume of shares being traded?

  • Wesfarmers happy to walk away from Griffin

    Coal might be hot right now but Wesfarmers has shown no qualms about walking away from the auction for the collapsed Griffin Coal Mining group of companies after eight months of research.

  • Talk of new Goldman move on JBWere

    Spring may have sprung but more interestingly, speculation has resurfaced that Goldman Sachs global chief Lloyd Blankfein has reopened talks with JBWere with regards to a full consolidation.

  • Holes in the road send Mitchell's sale price south

    The auction for AMP Capital Investors' transport operator Mitchell is starting to raise eyebrows. With Toll Holdings'

  • Mixed fortunes after failed marriage

    Months after the planned merger broke down, the share price performances of Gloucester Coal and Macarthur Coal make for an interesting analysis.

  • Liars and clunkheads fail budget test

    There are two possible explanations for how an opposition presenting themselves as an alternative government could end up with an $11 billion hole in the cost of its election commitments. One is that they are liars, the other is that they are clunkheads.

  • M2 beats guidance, flags strong 2010-11

    Diversified telecommunications services provider M2 telecommunications group more than doubled net profit in 2009-10 to $16.1 million, up from $7.4 million the previous year.

  • PMIs hold commodities together, just

    After a stronger than expected Chinese Purchasing Managers Index buoyed resource markets around the world, European, US and Japanese PMIs were released and on balance they were underwhelming.

  • Merrill cuts AREITs earnings forecasts

    Words like "challenging" and "tough" were repeated more than 50 times by AREITs management teams ..

  • Brokers take red pen to Nufarm forecasts, targts

    The herbicide group said yesterday that its debt had blown out by $170 million in the space of a fortnight.

  • Down and out in Cougar Town

    Cougar Energy has suffered a nightmare run since the Queensland government ordered it to suspend operations.

  • Local ATMs, Korea boost iCash Payment Systems

    iCash Payment Systems has recorded a net profit of $3.2 million in 2009-10, up 24 per cent on the previous corresponding period.

  • Earnings forecasts still too high

    According to Merrill Lynch's equity strategist Tim Rocks, this reporting season was the worst for years.

  • CFO resignation a blow for Foster's

    Foster's Group chief financial officer Angus McKay is leaving to go to Asciano.

  • Get used to volatility

    Along with many of the world's leading financial enterprises, the global financial crisis marked the failure of ideas that dominated public debate for several decades. But just as the bailed-out banks have returned, apparently unchastened, these ideas have returned from the dead.

  • NOTEBOOK: Destined to end in a mess

    One thing that has not changed about wars is that they always have unintended consequences. In the case of Iraq, the biggest unforeseen development is that Iran has gained tremendous power and influence in the region.

  • Whiff of bias in Fair Work Australia posts

    The caretaker Prime Minister and former workplace relations minister Julia Gillard has argued many times that fairness is central to Labor's industrial relations legislation. Fair Work Australia, with its enhanced transparency and independence, was formed to oversee the Australian industrial relations system and ensure it is fair.

  • We'll always be borrowing offshore

    The question of what the prudent and achievable level of wholesale offshore borrowing by the Australian banking system should be, has become the subject of significant discussion since the global financial crisis.

  • The good and bad of offshore funding

    Bank funding is under the microscope again. But not for the usual reasons.

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