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,"
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.
Bar set low for a 'do no harm' China-Australia FTA
An FTA between the two countries is as much about diplomacy as it is about economics.
Telstra's Wi-Fi land grab
The telco's humble payphone is getting a Wi-Fi makeover but there may be more to life than just being a hotspot.
Southern Ocean reread worsens the warming equation
The Southern Ocean has not had the level of temperature modelling of its more accessible peers. New research has found it may have warmed twice as fast since 1970 than previously thought.
Abbott's political task over Iraq is just beginning
There is much stronger support for the Iraq intervention in 2014 than in 2003, but that could change quickly.
Direct Action waits for a RET precedent
The renewables target outcome is likely to affect the Greens and Palmer United's willingness to deal on Direct Action - which may be why the Coalition seems to be softening on the former.
The economic theory wrecking Europe
Flawed economic reasoning has caused immense suffering throughout Europe and distracted attention from the real causes of the crisis.