Scoreboard: Gold rebounds
Gold prices rise, Wall Street sees choppy trade and major currencies strengthen against the greenback.
DataRoom AM: Rio rumours grow
Rio Tinto shares are expected to jump on news that Glencore is seeking a friendly merger, while software provider Aconex is set to float next month.
Vale's iron-ore carriers are a game changer
Vale's new bulk carriers are the largest ever built and dramatically cut the price of Brazilian ore exports - if, that is, China will let them dock.
Crooked City bankers are no longer safe
A generation of dishonest or even criminal behaviour within City of London banks is finally meeting real retribution from regulators.
Capital management or tax avoidance?
While politicians point the finger at Apple and Google for avoiding tax, Telstra's share buy-back highlights the fine line between investing and dodging the ATO.
Nikko AM Raises Overweight Stance on Global Equities
"There are certainly some worrisome issues, as always, but we find none of them convincing enough to halt the upside momentum in equity prices,"
Jump Start
Australia shares are set for gains at the open today as investors and traders play catch up following yesterday's holiday affected trading. The index fell yesterday, despite Friday's stronger US jobs numbers and a consequently lower AUD.
Hewlett Packard confirms split plans
Share distribution plan to create two listed companies with over $50 billion revenue each.
China a drag on steel demand: trade group
World Steel Association cuts forecasts amid slowdown in Chinese demand.
Will regulation hit the banks?
While the big banks have fallen of late as proposed regulation causes jitters in the market, their earnings may be more resilient than you think.
Specialty Fashion loses its growth appeal
While the acquisition of Rivers may have been cheap, persisting integration problems are challenging the earnings outlook.
Collected Wisdom
This week we look at Kathmandu, REA Group, Independence Group, Mineral Resources and Regis Resources.
BHP's robot army will cut costs
BHP plans to quadruple the amount of automation hauling iron ore to cut costs as the real price war begins.
Breaking the big four's bad habits
The big four are desperate to head off further regulation that could flow from the Murray Inquiry. If they succeed, it will be at the tax payer's expense.
Why the grid should be free-of-charge 360 days a year
A range of interest groups want to make you pay for the grid no matter how much you need. Instead the grid should be free for 360 days a year, with customers only needing to worry about five days when demand really matters.
Power retailers could turn renewables victory into defeat
Large-scale wind and solar project developers could win minimal change to the RET under current negotiations, only to be undermined by a Coalition government sanctioned strategy of civil disobedience by power retailers.