In this week's essential reading guide, Kohler reveals the demise of Leighton's King, Gottliebsen says Labor's pension spin won't win, Bartholomeusz weighs up BHP Billiton's PotashCorp bid, and Maley sees a perfect storm gathering for the Australian dollar.
It's understood that the board of Leighton Holdings is close to finalising the replacement of long-time chief executive Wal King. And it looks like it's the local directors leading the charge.
Telstra's dividend danger
Telstra shareholders should brace themselves for more bad news, with Google's experience in the US showing that dividends are practically impossible when you're pouring capital into the future.
BHP will need to dig deep
PotashCorp will make BHP Billiton pay – and pay well – for its assets for several important reasons, not least the toughness of its chairman and CEO, Bill Doyle.
Sorry, Labor, but pension spin won't win
Robert Gottliebsen, Election 2010
No amount of spin, from Labor's Jenny Macklin or anyone else, can hide the fact that pensioner couples are now worse off than a year ago, thanks to 'tax by stealth'.
A weight off Wesfarmers' mind
Wesfarmers still has a long way to go before Coles matches Woolworths' trading metrics. However, Richard Goyder will be feeling more comfortable that the purchase wasn't a lapse in judgement.
Burning a hole in BHP's pocket
The scale of BHP Billiton's bid for Potash Corp seems motivated by the miner's need to artfully invest its remarkable cash-flows. Making this sector-altering acquisition won't be easy, but it is imperative for Marius Kloppers.
Avoiding a slow Telstra death
David Thodey has been left with little other choice – face the stark commercial and competitive realities of the NBN by increasing Telstra's operating cost base or face subdued earnings growth in the future.
The Aussie dollar's perfect storm
The shift away from risk is building, and Saxo Bank has noticed the Australian dollar is vulnerable to falling commodity prices, inflated interest rate expectations and a China slowdown – all at once.
China's shaky second-place pace
While China is poised to eclipse Japan as the world's second-biggest economy, there are warning signs that the country's development strategy is becoming unsustainable.
It's a toss of a coin
Michael Gawenda, Election 2010
The polls are still extremely close and despite the shallowness of the campaign, we have probably learnt what sort of prime minister Gillard and Abbott will make. It doesn't help.
Raw Greens and low-hanging fruits
Natasha Stott Despoja, Election 2010
It’s time attention was paid to the independents and minor parties that could have a disproportionate power on some occasions in the next Parliament.
Green power carries great IR risk
Nicholas Way, Election 2010
The Greens' IR policies are economically illiterate. And Labor may have to accept a deal with them if it wins office on Saturday.
Wrong, wrong, wrong on stimulus
Steve Keen, Election 2010
Claims that Australia's economic recovery had little to do with government stimulus do not stack up. A more careful look at the data supports the 'go hard, go early and go households' approach.