Skip to navigationSkip to contentSkip to footerHelp using this website - Accessibility statement
Advertisement
Opinion

Chanticleer

Today

Why investors should hate OPEC’s oil production cut

There are juicy geopolitical ramifications in the cartel’s decision to reduce output. But for investors, what matters are the implications for inflation and interest rates. 

  • 45 mins ago
  • James Thomson

Yesterday

APRA probes big super on Canva

The superannuation regulator has questioned a handful of industry super funds about their approach to valuing the high-profile tech stock.

  • Tony Boyd

We’ve gone from crisis to rally in two days. And that’s not crazy

The panic about the state of global markets has rapidly subsided. But investors hoping this rally will last should consider two key factors.

  • Updated
  • James Thomson

How bank stocks got a double boost from the RBA

The RBA’s smaller-than-expected rate rise has lit a fire under bank stocks. But will investors betting on a boost to their margins be disappointed?

  • Updated
  • James Thomson

The world will watch the RBA’s pivot. So will Aussie home owners

While the global financial markets mull the importance of the RBA’s go-slow, some local home owners will have more pressing concerns. 

  • James Thomson
Advertisement

This Month

The one asset class that has dodged rising rates

Chanticleer suspects super funds are hooked on the apparent ease with which they can control valuations to a much greater degree than the public markets.

  • Updated
  • Tony Boyd

Don’t ignore China’s big problem amid market madness

Jim Chanos says investors are sleeping on China’s massive property problems. Australia’s miners will be hoping a new round of stimulus measures finally work.

  • Updated
  • James Thomson

Central banks trapped in their own Ponzi scheme

Macquarie’s Viktor Shvets says global markets are addicted to low rates and high liquidity, giving governors no choice but to pivot despite high inflation.

  • James Thomson

Credit Suisse rumour mill a sign of dangerous times

Speculation that Credit Suisse is “on the brink” has got completely out of control, as shown by the way a tweet from an ABC reporter took on a life of its own.

  • Updated
  • James Thomson

September

Fraud cases are the tip of the iceberg

Companies wanting to avoid white-collar crime need to be more proactive and put in place preventive measures to ameliorate risks.

  • Tony Boyd

Optus gets a boost from the ACCC

After a horror 10 days that began with the disclosure of a massive data breach, Optus has been given some positive news from the competition regulator’s preliminary assessment of the Telstra network sharing deal with TPG.

  • Updated
  • Tony Boyd

Premier versus Myer is a one-sided fight

Solomon Lew, who continues to give department store owner Myer Holdings a masterclass in retailing, looks set to share his expertise with the Myer board. And that has got to be a good thing.

  • Tony Boyd

AGL risks being caught in $100b green boom

Australia’s energy transition has gone from a slow motion train wreck to a mad rush to invest, with AGL Energy putting its hand up for about one fifth of the total required investment of $100 billion by 2030.

  • Tony Boyd

Cannon-Brookes ambushes AGL

Software billionaire and activist shareholder Mike Cannon-Brookes is setting the scene for regime change on the AGL Energy board.

  • Tony Boyd

RBA slaps ‘weak’ ASX governance

The Reserve Bank of Australia is not happy with the ASX and its management of clearing and settlement systems, and it wants action taken before the end of the year.

  • Updated
  • Tony Boyd
Advertisement

Optus smart to get cyber insurance

Optus will be able to mitigate a portion of the costs of a cyberattack that looks to have left the details of up to 9.8 million customers floating around on the dark web.

  • Tony Boyd

‘Crisis’ is coming for the stronger US dollar

The US dollar strength has triggered extraordinary outflows from sharemarkets in Asia and will provide headwinds to earnings in the United States.

  • Updated
  • Tony Boyd

Optus breach needs federal response

The attack on Optus in parliament should not absolve the federal government and its cyber protection agencies of all responsibility. They have work to do.

  • Tony Boyd

These bankers will pay for Credit Suisse’s existential crisis

The collapse in the share price of Credit Suisse amid increased market volatility and a looming recession will pressure its bankers and the Swiss government.

  • Tony Boyd

The Optus hack will cost millions (and not just in payouts)

Based on the experience of companies overseas, the Optus cybersecurity breach could cost the company hundreds of millions of dollars.

  • Tony Boyd