Insights

China's shift from investment and exports to consumption is underway, but it's happening much slower than what the official figures suggest.

It's critically important that NBN Co is allowed to continue the rollout without the shackles of ideological persuasion, dubious timelines and an opacity that emboldens its many critics.

The 25th anniversary of the fall of one wall in Berlin should not be spent building another in Asia.

All this talk about range anxiety being a big issue seems to come largely from those who don't actually drive an electric car.

The grid financial model will collapse within 10 years - for the early movers the time has come to get off the grid today. For the rest of us it's time to buy a 15kW solar system, using the SRES, and shift off gas.

The future of Victoria's energy efficiency market looks more positive after it survived a legislative axe while its NSW sibling saw registrations and prices both falling in October.

Tony Abbott's major challenge this week will be to mend the relationship with Xi Jinping following the decision not to join the Asia Infrastructure Investment Bank.

The WireLurker malware once again dispels the notion of Apple devices being malware-proof. While limited in its scope the malware displays some remarkable characteristics.

Forget Ten, Time Warner should just stream HBO in Australia; this graph shows why Apple is now considering reinventing the TV and why today's youth think they have a raw deal.

If things do go pear-shaped in China, it's likely to result in a more severe downturn than that experienced by the US in the wake of the financial crisis.

The unemployment rate in the US is now low enough to justify raising rates, but spare capacity in the labour market and low inflation will see the Fed play the waiting game for a while yet.

As the banks prepare for the Murray inquiry to hand down new restrictions on capital for loans, a new boom in non-bank lending is right around the corner.

Higher gold and oil prices should deliver a welcome booster to the local sharemarket, though gains could be tempered as Westpac goes ex-dividend.

Another overseas suitor takes a fancy to Ten Network, while doubts emerge over the the sale of Harry Triguboff's Meriton.

While the level of volatility between equities, fixed income and foreign exchange (FX) is historically quite uncorrelated, in more recent years, notably since the Lehman Brothers collapse, that has changed. What makes the last few years so peculiar is that equity, fixed income and FX volatilities are moving together, suggesting that a common set of factors are influencing them.

Weekend news of better than expected growth in China's exports last month should support a steady open to share market trading this morning.