Italy calls solar parity; Germany opts for auctions
The week in clean energy saw Italy rule out solar subsidies, Germany - which also recorded a 58% surge in onshore wind - announce solar auctions, and China a new PV target.
Melbourne and Sydney property developers face very different problems
The Reserve Bank may have lit the housing fuse, but how the drama plays out in the Melbourne and Sydney property markets will be very different.
China's false debate on values
It may be true that China is heading in a positive and encouraging direction but the the use of the term 'Chinese values' to shut down debate and deflect criticism is absurd.
Scoreboard: Greek hope
European sharemarkets rallied as the Greek government backpedalled on demands, while Wall Street surged as rising oil prices helped lift energy shares.
DataRoom AM: Federation-Novion nod
The Federation-Novion merger gets the go-ahead from a key shareholder, while takeover ructions continue at Ten Network.
Australia's biotech wallflowers
Biotech fever is alive and well in the US, but the sector's peers in Australia are not feeling the love.
Expect the cash rate to fall to 2% in the months ahead.
The RBA was right to cut interest rates again. Growth is too low and inflation is benign. Expect the cash rate to fall to 2% in the months ahead. Record low borrowing rates, the lower $A and the boost to spending power from lower fuel prices should help boost growth to 3% or just over into next year.
Draghi's 'Powerful Signal'
For months, analysts scrutinized every word uttered by Mario Draghi in hopes of divining if—and when—the European Central Bank would announce quantitative easing measures aimed at boosting growth and forestalling deflation.
Does It Still Make Sense To Overweight US Equities?
Investment decisions are typically driven by the costs of five factors: land, labor, capital, energy and government. One of the key theses of Too Different for Comfort, the book I wrote a couple of years ago, was that in the years following the Asian Crisis of the late 1990s, Asia boasted one massive comparative advantage: a much cheaper cost of labor than anyone else.
Why the RBA was forced to cut rates
WATCH: Stephen Bartholomeusz explains the rationale behind the Reserve Bank's decision to cut the cash rate by 25 basis points.
The RBA must not let its rate cut go to waste
The Reserve Bank was right to lower the cash rate, but it needs to do more to stimulate the economy and ensure the benefits don't simply accrue to the housing sector.
Three familiar faces return to investment banking
After an extended break following their departure from Caliburn, this trio has established Luminis Partners, an independent advisory firm with a strategic US alliance.
The twilight of China's Communist Party
President Xi Jinping may be gathering unprecedented power in China -- but perhaps it is more the flaring of a candle before it gutters.
Is Qld Labor solar's friend, or state-owned power companies'?
The solar sector is celebrating seeing the back of Campbell Newman, but is Labor really their friend when their No.1 priority is state-owned power companies?
Why Greece is the word in Queensland
As in Greece, the Newman government's deeply unpopular program for budget repair led to its electoral ruin. It's a lesson Tony Abbott should heed.
Networks' solar inconsistency reveals incompetence, or worse
Rules around solar system grid connection vary across networks without rhyme or reason. Energy ministers need to slash this red tape.