Why WA is not suited to an energy-only electricity market
Designing an effective energy-only electricity market requires several minimum conditions to address issues like market power and to deliver efficient outcomes. The WA electricity market is too small for such a design to work properly and should maintain a market for power capacity as well as energy.
Why pragmatism will shape the US-China relationship
Singapore's founding father Lee Kuan Yew believes that the US has an important role to play in maintaining stability in Asia, but it must also engage with China proactively and on equal terms.
The coming collapse in manufacturing gas demand
The clock is ticking for the government to find a solution to rising gas prices as demand in Australia's shrinking manufacturing sector continues to slide.
Value Investor: Substantial upside in Soul Pattinson
Soul Pattinson offers investors diversified leverage to coal demand, the domestic building recovery and the telecommunications market and to date delivers a growing stream of fully-franked dividends.
DataRoom AM: Stokes in the spotlight
Billionaire Kerry Stokes has a busy start to the week as Seven Group tightens its grip on Nexus Energy, while investors hope a higher bid for Treasury Wine Estates is on its way.
Without real reform, Hockey's budget pain will be for nothing
Peter Costello is right to discredit the government's proposed GP co-payment. Far more rigorous reform in healthcare, aged care and tax is necessary to avoid long-term fiscal catastrophe.
Scoreboard: European optimism
European markets made strong gains on the back of easing tensions in Ukraine and upbeat earnings, while Wall Street edged higher.
Abbott is right to follow Gillard's jobs plan
In truth, Australia has both an unemployment crisis and a labour shortage at the same time. But immigration can help solve the problem.
GI Dynamics' indigestion problems
The company, which sells intestinal liners, has lost nearly half of its market weight this year.
Silex holds on for nuclear enrichment
The slump in the uranium price, and weak nuclear demand, has smashed Silex's shares … but there's big upside potential from its uranium enrichment system.
Mobile Embrace's mobility challenge
The mobile payments solutions company has performed well, but there are longer-term uncertainties around how it will evolve in this fast-moving sector.
IT sector: Time to reboot
With the IT sector set to reboot, here's two stocks that are plugged in to sector growth.
Collected Wisdom
This week we look at ResMed, Cochlear, Kathmandu Holdings, Adelaide Brighton, and Regis Resources.
Beware the unintended banking effect
Just how much tier-one capital is enough for Australian banks? Second-guessing APRA's advice on that question risks triggering a complex matrix of consequences.
Uncertainty clouds the lending picture
Household and commercial lending are likely to hit a peak in coming months, but a decline in fixed credit facilities for businesses suggests a murky outlook for non-mining investment.
Infographic: Metadata and data retention explained
Are you as confused as Attorney-General George Brandis is about the government's proposed scheme?