Japan's return-on-equity revolution
Shinzo Abe's reforms are empowering shareholders and spurring profits.
Piecing together the commodity markets puzzle
The violent shift in commodity prices is about a lot more than the fundamentals of supply and demand.
Don't expect another stimulus from China
Despite a string of reports speculating about another round of Chinese stimulus spending, Beijing is unlikely to go back to its old tricks.
In 2020, your car will look like a computer
The automotive industry is going through a dramatic period of change as market dynamics shift how vehicles are powered, constructed and driven.
Australian retail a tighter fit than ever before
Australia's retail sector is feeling the squeeze thanks to an influx of iconic overseas outlets.
A masterclass in state-sponsored espionage
There is no such thing as a hacker stereotype, and business leaders need to understand this. It takes sophisticated coordination and resources to pull-off the big hacks.
The nod-and-wink lender of last resort
How unlimited are 'unlimited' purchases of sovereign bonds, and can the ECB legally accept losses on par with private creditors?
Labor is missing the big energy picture
Labor is keen to blame an 88 per cent fall in renewables investment on the ideology of the Abbott government, but there are deeper issues at play.
Household debt is a drag on the UK's recovery
New research shows high levels of household indebtedness in the UK increased the depth of the great recession, and continue to pose risks to financial stability.
Don't be too concerned about deflation in the UK
Everyone is concerned about the rising risk of deflation in the eurozone, but there are a few reasons why the same worries don't apply to the UK.
Scoreboard: Retail optimism
Encouraging retail sales figures and China trade data led European markets higher, while Wall Street rose in early trade before reversing course in the afternoon.
DataRoom AM: Santos' pipeline pressure
The oil price slide sees Santos mulling the divestment of a multi-billion dollar pipeline, while the auction process for Investa Property Group kicks off.
When bricks and mortar crumble
Houses in Wollongong are more expensive than in Manhattan. Is it time to start worrying yet?
Stick to the odds and main themes when investing in fixed income securities
The odds of a listed hybrid losing money from the embedded credit risk within and the main underlying industry and global trends need to be key considerations for fixed interest investors.
The factors behind Cardno's leadership shake-up
The Cardno board is looking for a new person at the helm to grow the business the old-fashioned way.
Why the banks are set for a profit squeeze
Fitch's prediction of a softening outlook for banks is hardly surprising, but a spike in bad debt charges is unlikely to have a material impact on slower earnings growth.