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EDITOR'S PICKS

In this week's essential reading guide Gottliebsen shoots down Treasury's super sums, Kohler likens Labor super proposals to comedic super villainy and Bartholomeusz unpicks the telcos' David and Goliath battle.
By · 8 Feb 2013
By ·
8 Feb 2013
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How Treasury mucked up its super sums
Robert Gottliebsen 
A dangerous arithmetic error in Treasury's superannuation calculations has produced mathematical nonsense and a large overstatement of the cost of superannuation to government revenues.

Super cryofreeze won't boost Labor's mojo
Alan Kohler
Like the calculations of a comedic villain, Labor's proposed super arithmetic would be more appropriate 20 years ago. It points to a trap where party values seem to conflict with good economic management.

Vodafone bides for a rebirth
Stephen Bartholomeusz
Unencumbered by customer usage, cutting costs and investing heavily in its network, Vodafone is waiting for the time it may boast more attractive capacity. Australia's three-way telco battle could yet be rekindled.

In praise of Abbott's great leap northward
Rob Burgess
The Coalition's plan to transform Australia by rapidly developing the sparsely populated north shows up Labor on several important issues.

Telstra keeps the juggle act going
Stephen Bartholomeusz
With many of its businesses in varying stages of flux, Telstra has managed to keep the sum of its parts ticking along well while also nurturing some future growth prospects.

China makes a frightening energy shift
Robert Gottliebsen
The shocking pollution in Beijing over the last weeks has accelerated China's desire to limit coal fired energy use and heavy industry. That will have dramatic repercussions for Australia.

China can't grow out of its problems
John Lee
Those who believe China's great rebalancing will solve its ills fail to understand the consequences of growing inequality. The only consumers are the already rich, funded by the bureaucratic industrial complex.

The RBA's timely market salvation
Stephen Koukoulas
The Reserve Bank was tardy in cutting last year, but has been rescued by an unexpected lift in stock markets. Now it's likely the bank could hold fire for the rest of the current cycle.

MARKETS SPECTATOR: Cash converters
Ben Potter
While mountains of money has made the transition from cash to equities and bonds in January, particularly, there is more to come with mutuals still very underweight.

Qantas' promising continental shift
Stephen Bartholomeusz
The reorientation of the Qantas network away from Europe and towards Asia, dependent on approval of its deal with Emirates, will give the airline an international future in the overcrowded aviation sector.

The 'Great Rotation' will stay the RBA's hand
Alan Kohler
It seems central banks have achieved a tipping point in making cash less attractive, and sparking appetite for market risk. The Reserve Bank would be wise to hold until the state of play is more clear.

TECHNOLOGY SPECTATOR: Lessons from the New York Times hack
Harrison Polites
Hackers have extended their take from simply customer data to newsroom secrets in the wake of the New York Times' attack. It's a timely wake-up call for media firms.
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Jackson Hewett
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