Editor's Picks

In this week's essential reading guide, Kohler examines NBN Co's future, Burgess looks at Abbott's green threat, Gottliebsen analyses the contenders for Warrnambool and Bartholomeusz praises ANZ's Asian push.

NBN is the new Telstra
Alan Kohler
It may be better for NBN Co to simply buy Telstra’s entire copper network division immediately. And like Ziggy Switkowski, the government seems in the game for big, ambitious projects.

Don’t go slow, Joe – cut now
Stephen Koukoulas
If Hockey trims government spending sooner rather than later,  it will smooth the potential shock of the cuts recommended in a big-bang, post-audit commission report.

Hard, sharp characteristics at Warrnambool's table
Robert Gottliebsen
While Kirin wants to push Canada out, Fonterra’s concern is to keep Australia in check. The international agenda could drive Warrnambool shares to any level but there are risks.
Abbott's 'green right' flank is utterly exposed
Rob Burgess
Tony Abbott's planned actions on climate change have allowed the Left to claim conservation as its own political project. But a group with green credentials from the right could easily steal his thunder. 
Housing hopes: will the souffle rise twice?
Steve Keen
Australia's housing price bubble walks like a duck and quacks like a duck – demand is being driven primarily by accelerating debt. But where is it coming from?
Robert Gottliebsen
The government shutdown has marked a significant shift away from the US' economic dominance, and towards China's inevitable rise.
The perks of ANZ's Asian infatuation
Stephen Bartholomeusz
ANZ may have plenty of sceptics, but its exposure to the faster-growing Asian economies will both differentiate the group and deliver superior growth in the long term. 
Stephen Bartholomeusz
UK exposures have slightly disfigured NAB's results, but Cameron Clyne's growth strategy for personal banking has reaped strong dividends.
One million votes against politics
Michael Gawenda
Acute disengagement of younger voters from Australia’s political system is coinciding with intense discussion about the irrelevance of politicians. And it’s taking place outside of traditional media.
Mark Gregory
Are the Coalition's “open and independent” NBN reviews anything other than a front for a change management process? It’s time to  call it out for what it is: justification for the government’s NBN plan.
Oliver Marc Hartwich
Europe and the US know their economic  and geopolitical clout is fading. The only way for them to retain significance is to work together, rather than against each other.
Pessimism abounds in market optimism
Callam Pickering
Markets reacted positively to disappointing US data, which highlighted a fall in consumer confidence and a decline in expectations of economic activity. It’s a reality check for investors.
John Lee
Beijing's determination to create inland Eurasian commerce and trade zones is as formidable as its maritime push. It has proposed a series of policies that will truly reshape the region. 

Beware dead wood in retail’s root-and-branch review
Stephen Bartholomeusz
Bruce Billson's competition law review needs to address the structural changes occurring in retail, as well as the role technology plays in reshaping the competitive environment.

InvestSMART FORUM: Come and meet the team

We're loading up the van and going on tour from April to June, with events on the NSW central & north coast, the QLD mid-north coast and in Perth, Adelaide, Melbourne, Sydney and Canberra. Come and meet the team and take home simple strategies that you can use to build an investment portfolio to weather any storm. Book your spot here.

Want access to our latest research and new buy ideas?

Start a free 15 day trial and gain access to our research, recommendations and market-beating model portfolios.

Sign up for free

Related Articles