DataRoom AM: Santos in the target zone
The oil and gas giant has been linked to a possible bid for Senex, but could find itself a takeover target, while the NSW government has put more assets on the sale block.
Australia 200 Index - Buy the Gamechanger
A rate cut from the People's Bank of China short circuited resource selling, and may bring higher levels for the main share market index.
Aussie Dollar push to new lows and weak iron ore prices reveal mounting market concern over China's economy
Markets received more good news on the US economy last night with news that the official estimate of 3rd quarter GDP growth has been increased to 3.9%. However, local investor focus is likely to be closer to home with mounting concern over China's economy and release of quarterly construction work figures for our economy.
Trading this week has been all about Medibank
The Australian market started strong this morning adding 55 points on the back of surprising US GDP numbers overnight. Most of the gains have been retained moving into the afternoon session with the ASX200 staying up 40 points.
Why Medibank could have more upside to come
The pricing of Medibank's institutional offer could put some pressure on management, but the company's potential to lift its performance should not be underestimated.
WA's utility death spiral in 4 charts
University of WA analysis suggests the WA grid could experience zero demand for central grid power in the middle of the day as early as 2026 based on plausible declines in the cost of solar systems. And cheap batteries don't help the situation.
QE is no silver bullet for Japan's economy
It's unclear whether the Bank of Japan's stimulus program will end deflation or boost growth, but there's a bigger problem that is unlikely to be solved by monetary policy.
Press Council adjudication
The Press Council has partly upheld a complaint relating to descriptions in the Climate Spectator of a commentator on climate change.
China business news digest
Chinese bank expects further interest rate cuts and State Council weighs a ban on tobacco advertising.
Why AGL is mistaken on solar subsidies
AGL's chief economist claims to have pinned down solar subsidies, but they ignore the main 'wealth transfer': network overbuild.
Why Rio won't be tempted by a Glencore merger
A renewed tilt by Glencore at Rio Tinto would create the world's largest resource group, but there are plenty of reasons why Rio would reject the proposal.
Has Peabody been fibbing about its G20 coal supporters?
The coal major took to the G20 proud claims of 500,000-strong online support for its campaign on coal and energy poverty. Unsurprisingly, analysis of social media accounts shows that support was probably faked.
Smart Income
Our exclusive round table hosted by Alan Kohler features David Neal, CEO of the Future Fund, and wealth advisor Catherine Robson of Affinity Private wealth management on how you should allocate your portfolio. Sponsored by FIIG.
How your fitness tracking data can and will be used against you in a court of law
As we move to completely documented lives a legal case in Canada is breaking new ground by using data collected from a Fitbit to assess the relative fitness of a person making an injury claim.
A Netflix reality check
America's favourite subscription video service won't conquer Australia without a struggle and will have to learn to play by local rules. The poster child of on-demand content is unlikely to be an immediate hit.
Newman and Bishop's bizarre reef whinge to Obama
The personal offence senior Coalition politicians have taken from Barack Obama's statement of concern for the future of the Great Barrier Reef appears to indicate either they didn't actually read his speech or they suffer from a profound ignorance of scientific research that is decades old.