NBN is the new Telstra
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
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.
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.
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.
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?
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.
UK exposures have slightly disfigured NAB's results, but Cameron Clyne's growth strategy for personal banking has reaped strong dividends.
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.
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.
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.
Beware dead wood in retail’s root-and-branch review
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.