Today
- Opinion
- Opinion
Inside the secret school for ASX CEOs
Chanticleer has been given a rare look inside the invite-only course for new ASX150 CEOs, which is the brainchild of BHP chairman Ken MacKenzie.
- 1 hr ago
- James Thomson
Yesterday
- Opinion
- Opinion
AI is a two-speed conversation inside companies
CEOs are exploring all sorts of ways to use artificial intelligence. Their workers, however, feel unprepared for changes.
- Anthony Macdonald
- Opinion
- Opinion
Rally has more room to run as investors get three green lights
The market has built a head of steam in the last two months, and until there’s a clear risk to the Goldilocks soft landing scenario there is little reason for the bulls to turn.
- James Thomson
- Opinion
- Opinion
The good, bad and ugly of business in 2023
Big deals, dud deals, scandals and success stories. In a year of high drama and big market moves, we look back at the winners and losers.
- Updated
- James Thomson
This Month
- Opinion
- Opinion
Rinehart walks the talk with $1.7b lithium buy
Gina Rinehart’s Hancock Prospecting has been in a few lithium scraps, but has invested more in the sector than most this year. Azure Minerals is significant.
- Anthony Macdonald
- Opinion
- Opinion
Red Sea oil spike is exactly what markets and central banks don’t need
Falling energy price have made the fight against inflation much easier, which in turn has boosted markets. The Red Sea attacks threaten to change that.
- James Thomson
- Opinion
- Opinion
Why the work from home debate is entering a new phase
Australia’s top CEOs have accepted flexible work is here to stay. But almost four years on from the pandemic, there are growing questions about productivity, culture and career development.
- Updated
- James Thomson
- Opinion
- Opinion
Good riddance to Link, an ASX rollercoaster
The company is systemically important to Australia’s superannuation system. But it didn’t always behave that way.
- Anthony Macdonald
- Opinion
- Opinion
What’s behind Monday’s $5b deal frenzy
A burst of pre-Christmas deals isn’t unusual. But the impressive market rally in the past six weeks has helped unstick some deals that have been simmering for some time.
- James Thomson
- Opinion
- Opinion
Why it might be time to strap in for a wild end to 2023 on markets
Shares have rallied hard in the past six weeks, but more big moves in the dog days of December aren’t out of the question.
- James Thomson
What top CEOs expect Australia’s economy to look like in 2024
Corporate leaders reckon inflation will linger, but say Australia will avoid a recession in 2024.
- Updated
- James Thomson and Anthony Macdonald
- Opinion
- Opinion
C-suite takes us on a joyride of the economy
‘Resilient’ is the word of the year, and unemployment is the thing to watch, according to Australia’s big CEOs.
- Anthony Macdonald
Top CEOs say economy’s soft landing on track
Australia’s top bosses think immigration should bring another year of economic growth, but believe 2024 is likely to be tougher than this year.
- James Thomson and Anthony Macdonald
- Opinion
- Opinion
Why our top CEOs fear for the great Australian dream
The concern among top CEOs about the housing crisis reflects broader worries about inequality, productivity and growth in a slowing economy.
- James Thomson
- Opinion
- Opinion
Chemist Warehouse deal just part of David Di Pilla’s big plan
In helping to bring the retail giant and Sigma together, he is playing the long game and hopes to create a “mini Blackstone” in Australia.
- James Thomson
- Opinion
- Opinion
Brian Hartzer’s warning to AI wannabes
The former Westpac boss, who is now CEO of Quantium Health, says effective AI use for companies is all about balance.
- Updated
- James Thomson
- Opinion
- Opinion
Battery metals sound good, they just don’t always work out that way
We need more nickel to fuel the energy transition, so why has one of the ASX’s pure play nickel mainstays gone under?
- Anthony Macdonald
- Opinion
- Opinion
What really matters for investors now Fed rate cuts are a certainty
After the US central bank signalled rates will fall, Wall Street is at or close to record highs – it’s as if the many increases never happened. But what comes next?
- James Thomson
- Opinion
- Opinion
Sigma’s 40pc pop: a FOMO story on a Chemist Warehouse scale
Too bad Chemist Warehouse came just as investors are winding down for Christmas. Can the FOMO survive the break?
- Anthony Macdonald
- Opinion
- Opinion
Why pretend portfolios are important for investment banks
Running a model portfolio avoids the gut-wrenching risk-on moment that fund managers face every day. Yet, they remain a key engagement tool for stockbrokers.
- Anthony Macdonald
