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Why glum on BHP, Blighty?

The probable explanation for BHP Billiton's London sell-off is disappointment with the lack of capital return. Given the nature of the miner's demerger, that reaction is hard to understand.

20 Aug 2014
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The Road Ahead

An invitation to a super-select briefing at the Australian Davos Connection's Hayman Island Leadership Retreat has clarified my current concerns.

20 Aug 2014
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Imagining where Warburton went wrong

Yesterday we put forward the likely case for abolishing the renewables target. Today it's the turn of the renewable energy industry to tell Tony Abbott where Warburton went wrong.

20 Aug 2014
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