Opinion
Executive shake-up
Behind Fortescue’s executive revolving door
In the cult of Andrew Forrest not all disciples who sign on can operate under this messianic leader or within its governance structure.
- by Elizabeth Knight
Latest
Opinion
Air travel
Traveller amnesia and pricey fares deliver Qantas its best ever profit
The travelling public’s willingness to forget the past and pay booming prices for tickets is responsible for a massive surge in Qantas’ revenue, cash flow and profit.
- by Elizabeth Knight
Opinion
Company mergers
‘Expensive, distracting’: Activist investor aims to scuttle Murdoch’s $39b megamerger
Irenic Capital is calling for News Corp to spin off its real estate assets including a 61 per cent stake in Australia’s REA Group, rather than putting the Murdoch empire’s businesses back together again.
- by Elizabeth Knight
Opinion
BNPL
The BNPL party is over and regulations are the least of its problems
Having exploited the regulatory blind spots and ultra-low interest rates to the hilt, the buy now, pay later sector now faces a grim reality check.
- by Elizabeth Knight
Opinion
Investment banking
Hearts racing: Rich listers rendezvous for speed-dating style stock picking
In the space of three minutes, 10 high-profile investors threw more than $2 million into the hat at the annual Sohn Hearts & Minds conference in Hobart.
- by Elizabeth Knight
Opinion
Elon Musk
Did Tesla board get caught in Musk’s $82 billion orbit?
Tesla chairman Robyn Denholm has justified Elon Musk’s pay based on his “vision and tenacity”. But is this grounds for remuneration that is larger than the GDP of any of the world’s smallest 112 countries?
- by Elizabeth Knight
Opinion
Mergers & acquisitions
Game on as BHP resumes its hunt for ‘future’ metals
The Big Australian isn’t backing down in its quest to scoop up as much of the critical ingredients - copper and nickel - that will power the green economies of the future.
- by Elizabeth Knight
Opinion
Mike Cannon-Brookes
The Cannon-Brookes coup: Why AGL chairman’s future hangs in the balance
Only a matter of time: arguably AGL shareholders have not given Patricia McKenzie a sufficient mandate to remain as chair.
- by Elizabeth Knight
Opinion
Shares
Why world markets watched Australia for a day
Markets hang on every word uttered by members of the Fed’s board of governors and Christopher Waller’s comments to a Sydney conference were no exception: “Everybody should just take a deep breath and calm down.”
- by Elizabeth Knight
Opinion
Energy
The $18 billion bombshell to turn Origin Energy green
Having missed out on AGL, the heavyweight Canadian investment group Brookfield has left little to chance in its pursuit of its next target.
- by Elizabeth Knight
Opinion
Cyber threat
Medibank’s victim status needs to be revoked
The real victims of the Medibank hack are the insurer’s customers, not its management, which has failed in keeping the information safe.
- by Elizabeth Knight