How Woolworths snatched DJs from Myer’s grasp
The South African Woolworths takeover bid for David Jones will see Myer cut off from its only obvious means of transformation in a low-growth environment. But there is a vulnerability to the bid that a rival may exploit.
The government doesn’t really need Clive Palmer
Whether the four Palmer United Party senators vote as a bloc after July or not, it would make sense for Tony Abbott to antagonise until they refuse to pass the carbon tax repeal.
Few trade favours from Fortress Japan
Australia's agreement with Japan has left farmers out in the cold, sealing little improvement for the biggest exporting sectors.
Growing pains in the housing market’s transition phase
Slowing momentum should curb any enthusiasm about a rise in household lending, but it's too soon to tell whether investor activity is becoming exhausted, or if the market is shifting to sustainable levels of growth.
Free trade or a free kick for ideologues?
Although he cops criticism for being a paranoid extremist, Bob Katter makes a fair point regarding the lack of transparency of Australia’s trade negotiations.
Sizing up Telstra’s competition
Telstra's quest for growth will require it to step out of its comfort zone, and under David Thodey’s guidance the telco is showing it won't rest on its laurels anymore.
Direct Action might actually work!
While the Emissions Reduction Fund is plagued by a series of flaws, the government appears willing to make some sensible adjustments which would make a very big difference for energy efficiency.
Prepare for a sharp house price punishment
As demographics turn against the housing market and a terms-of-trade boom recedes, foreign buyers and SMSFs are unlikely to fill the gap. There’s every chance values will fall painfully.
Where Australia led, others are following
Paul Keating's labour and capital market reforms and lowering of trade barriers have been instrumental in sustaining Australia's productivity-based growth. Decades later, other countries are heeding his lesson.