EDITORS' PICKS
In this week's essential reading guide, Kohler identifies an emerging Centro stakeholder, Gottliebsen separates the facts from fantasy in the Rio bid and Bartholomeusz looks at Telstra's doomsday scenario.
People's Republic of Centro
Alan Kohler
If an alliance of Centro shareholders vote down the group's debt plan, someone will have to come up with a huge chunk of money to prevent a calamity on both sides of the Pacific. So will it end up being Chinese money?
Rio-Chinalco smoke and mirrors
Robert Gottliebsen
Australia is currently getting two versions of the Rio Tinto and Chinalco deal – what they say they've agreed, and what's actually written in the opaque 600 page agreement. These two must be brought into alignment.
Don't write off Telstra
Stephen Bartholomeusz
The market is pricing in a considerable amount of pain for Telstra in the lead up to the NBN partner announcement but John Stanhope maintains it has been heavily oversold. Here's why.
KGB INTERROGATION: Chris Corrigan
Kohler, Gottliebsen, Bartholomeusz
The former boss of Patrick is peripherally involved with one of the bidders for Asciano assets but says he has no interest in coming back to Australia to take up a management role.
Why bank debt is a safe bet
Tony Boyd
Wealthy private investors are snapping up large quantities of Australian bank debt in overseas markets. The RBA's latest Financial Stability Review outlines provides the reasons.
Alan Kohler
If an alliance of Centro shareholders vote down the group's debt plan, someone will have to come up with a huge chunk of money to prevent a calamity on both sides of the Pacific. So will it end up being Chinese money?
Rio-Chinalco smoke and mirrors
Robert Gottliebsen
Australia is currently getting two versions of the Rio Tinto and Chinalco deal – what they say they've agreed, and what's actually written in the opaque 600 page agreement. These two must be brought into alignment.
Don't write off Telstra
Stephen Bartholomeusz
The market is pricing in a considerable amount of pain for Telstra in the lead up to the NBN partner announcement but John Stanhope maintains it has been heavily oversold. Here's why.
KGB INTERROGATION: Chris Corrigan
Kohler, Gottliebsen, Bartholomeusz
The former boss of Patrick is peripherally involved with one of the bidders for Asciano assets but says he has no interest in coming back to Australia to take up a management role.
Why bank debt is a safe bet
Tony Boyd
Wealthy private investors are snapping up large quantities of Australian bank debt in overseas markets. The RBA's latest Financial Stability Review outlines provides the reasons.
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