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  • Business Spectator
    report 11 Jan 3 13 AM Telco giant may strike deal with US private equity firm by next week ACMA hits Telstra with record fine US jobs growth slows sharply 11 Jan 12 37 AM Labor Department data misses expectations potentially complicating Fed s tapering plan Murray Goulburn mulls 10 WBC bid report 11 Jan 2 17 AM Saputo suitor may up bid as battle for dairy company continues DataRoom Saputo eyes Bega s WCB stake Palmer wants to repeal Newman laws 1 hour ago Federal MP Clive Palmer says his party will stand at next Qld election Trade pact is close Robb 12 Jan 11 09 PM Trade minister says 12 nation deal almost ready to be sealed Financial Index to buy Centric Wealth for 130m 2 hours ago DataRoom After the acquisition closes New York based KKR will take one third stake in Financial Index Obama picks Fed vice chair 12 Jan 10 49 PM US President chooses former Bank of Israel boss as deputy to Janet Yellen Vic energy minister to step down 12 Jan 11 16 PM Nicholas Kotsiras decision allows potential leader Matthew Guy to move to lower house Wall Street slips after jobs data 11 Jan 5 10 AM Stocks edge lower after US jobs increase misses expectations Fed govt should support Alcoa ALP 10 Jan 3 28 PM Shorten says Abbott government has given up on manufacturing in Australia New home sales lift in November 10 Jan 11 45 AM HIA new home sales report shows growth rate hits two and a half year high China trade balance contracts 10 Jan 2 57 PM Data shows surplus narrowed more than expected in Dec exports rise Toyota to produce 10 million cars 12 Jan 11 05 PM Carmaker seen chasing bullish 2014 production target report Alcoa swings to Q4 loss Alcoa Alumina to pay 430m over bribes Israel s Sharon dead at 85 12 Jan 11 22 PM Former Israel PM dies after eight years in coma leaves complex legacy Forge enters trading halt 10 Jan 9 24 AM Mining services company set to update market on its current financial position NAB UK exit expected soon 10 Jan 1 14 AM DataRoom Analysts tip bank will divest UK assets as recovery takes shape NAB could consider MLC split report Aust dollar lifts in late trade 10 Jan 5 26 PM Local currency rises ahead of US jobs report The Spectators Britain s Christmas ghost of retail future Stephen Bartholomeusz 10 Jan 1 15 PM 8 Almost all of the UK s leading retailers especially the ones that Australian stores are modelled on have delivered miserly Christmas returns Consumers are changing the way they shop faster than most CEOs can imagine Dwelling on housing growth is misguided Callam Pickering 10 Jan 10 46 AM 62 Dwelling investment will rise during 2014 but the shift towards cheaper less labour intensive high density housing means it will not be enough to offset the mining investment cliff Value

    Original URL path: http://www.businessspectator.com.au/ (2014-01-12)
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  • Spectators | Business Spectator
    expansion into the US Given its history of disappointment a clean set of financial numbers is needed to restore confidence by Stocks In Value 12 30pm January 10 2 comments Marking the milestones of 2013 Australia s transition to a clean energy economy took some political blows in 2013 but progress on the ground was heartening with energy efficiency solar and wind all providing tangible proof of their future potential by Tristan Edis 10 52am January 10 12 comments Dwelling on housing growth is misguided Dwelling investment will rise during 2014 but the shift towards cheaper less labour intensive high density housing means it will not be enough to offset the mining investment cliff by Callam Pickering 10 46am January 10 62 comments A fifth year of declining power consumption Power consumption fell again in 2013 dipping 2 8 per cent across the National Electricity Market as scheduled renewables rose to 12 per cent of the market by Ric Brazzale 10 11am January 10 3 comments A soil carbon troppo dream An Australian think tank headed by retired military types including a former Howard government governor general has offered an alluring vision for the Coalition irrigate the north and solve carbon emissions Pity it won t work by Ben Rose 10 03am January 10 20 comments Google v Facebook Who knows wins The unparalleled Google Analytics service means Google knows more about internet users than anyone else And runner up Facebook must go further to mine precious user insights if it wants to compete by Ben Shepherd 09 45am January 10 1 comment Negative spin Europe s amazing electricity prices Europe s fierce storms have sent wind turbines wild pumping power into the continent s grid and driving electricity prices into negative territory by Karolin Schaps Vera Eckert 09 12am January 10 5 comments The ECB is failing to do whatever it takes The European Central Bank is too focussed on the long term outlook when eurozone countries need desperate and immediate relief Failing to cut rates last night will lead to further disinflation and slower growth by Callam Pickering 08 34am January 10 16 comments Unemployment coming to a suburb near you With unemployment tipped to rise this year some Australian communities will be hit particularly hard including areas not usually associated with social disadvantage by Bill Mitchell by Scott Baum 08 03am January 10 96 comments Howlers abound in The Wolf of Wall Street There are plenty of hedonistic highs in Martin Scorsese s The Wolf of Wall Street but the important stories of disgraced stockbroker Jordan Belfort s victims remain untold by Mathew Murphy 07 13am January 10 11 comments Australia is not the key to China s resource prison CITIC Pacific executives played on China s fears of resource insecurity to justify the terrible performance of their Pilbara mine It s an argument that does more harm than good to both China and Australia by Peter Cai 07 12am January 10 11 comments A fast to

    Original URL path: http://www.businessspectator.com.au/spectators (2014-01-12)
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  • Alan Kohler | Business Spectator
    price of land is hurting Australia Growing demand for apartments combined with restricted supply means land prices will continue to rise The resulting pressure on wages will in turn damage the competitiveness of Australian industry by Alan Kohler 8 12am December 11 91 comments Bali deal saves WTO innings The first agreement in the World Trade Organisation s history has been 18 years in the making Unfortunately it s aimed more at keeping global trade talks alive than securing any meaningful reforms by Alan Kohler 7 27am December 09 5 comments Innovation echoes down family lines Two Melbourne quantum physicists invented the only self fitting hearing aid on the market Now their two families are helping the start up grow to the next stage by Alan Kohler 7 10am December 05 1 comment Terminating jobs the rise of the machines Despite the booming economy employment continues to go backwards as cost cutting Australian firms increasingly replace human beings with machines by Alan Kohler 7 47am December 04 104 comments The two great vested interests bankers and communists Pope Francis 80 page manifesto has been called Marxist by some But he raises the valid point that rising inequality is threatening the fabric of society and vested interests are to blame by Alan Kohler 7 48am December 02 111 comments How to avoid weekend penalties have lots of kids The Colosimos became one of Australia s biggest hotel and brewing families by leaning on their six sons Now they all own and run the business and have eyes on the international beer market by Alan Kohler 7 22am November 28 5 comments The great war between finance and technology The world s third great technological revolution is upon us and posing an existential threat to banks But there s no stopping the wave of cheap global labour and technology by Alan Kohler 8 05am November 27 79 comments Budgeting was easier when life was brutish and short Is lifting the pension age to 70 feasible For the Grattan Institute and Productivity Commission it s the only way to avoid a perpetually sick federal budget by Alan Kohler 8 01am November 25 241 comments The tortoise and the hare of real estate Sixty years after his father knocked back Les Hooker Brian White s realty network sold 3 billion worth of property in October alone by Alan Kohler 8 13am November 21 3 comments Australia s LNG nuclear bomb The LNG export boom and high domestic gas prices will make it very hard for Tony Abbott to get re elected if he sticks to direct action policy The Coalition should hope it never passes parliament by Alan Kohler 7 34am November 20 137 comments China s remarkable reform manifesto First expect a new wave of Chinese infrastructure investment and likely sharp increase in household consumption What follows that could be the biggest shift in the country s communist history by Alan Kohler 7 50am November 18 8 comments Watch Can Lara Giddings turn Tasmania around Tasmania s economy significantly lags the rest of the country With outward migration high relative unemployment and poor business confidence what can Premier Lara Giddings do by Alan Kohler 11 21am November 14 4 comments How the Mostyns won control by giving it up It was a rough move but stepping back from management helped the family owners of Craig Mostyn Group build an agribusiness champion on par with Warrnambool Cheese and Butter by Alan Kohler 7 28am November 14 1 comment A market economy with Chinese characteristics The question of whether Xi Jinping would focus on economic reform or clamping down on China s incipient credit bubble has been answered it s all about reform by Alan Kohler 7 48am November 13 7 comments How the fight against deflation is killing us Together the desperate global inflation fight and China s reform efforts are preserving Australia as a big mining pit And the Reserve Bank is largely helpless by Alan Kohler 7 37am November 11 62 comments Page 1 Letter to Robert Gottliebsen In over 30 years of friendship Alan Kohler and Robert Gottliebsen have lived through dramatic change In his final column for 2013 Alan believes the pace of change will only quicken by Alan Kohler 9 24am December 30 118 comments Australia s growth is all in the family Family businesses are not often glamorous but their strong entrepreneurial spirit not to mention the contribution they make to the economy plays an important role in Australia s future prosperity by Alan Kohler 8 00am December 19 8 comments No crisis but taxes still need to rise The last thing the country needs is European style fiscal austerity Despite the deficit fearmongering Hockey needs to prepare the public for a benign full year budget one with fewer spending cuts and tax hikes than anticipated by Alan Kohler 7 42am December 18 159 comments Income tax has to go up The Coalition has made little headway in cleaning up Labor s structural deficit and nipping and tucking the budget won t offset election spending commitments by Alan Kohler 8 14am December 16 218 comments Unlike the Holden family the Bates stuck with saddles The Bates started making saddles by hand during the Great Depression delivering them by pushbike Three generations on they run the largest business of its kind in the world by Alan Kohler 7 36am December 12 9 comments The NBN s D Day Dunkirk or Normandy Whether Malcolm Turnbull presses ahead with building the national broadband network he promised or scales it back further to save money the government must put an end to the confusion by Alan Kohler 6 46am December 12 35 comments The price of land is hurting Australia Growing demand for apartments combined with restricted supply means land prices will continue to rise The resulting pressure on wages will in turn damage the competitiveness of Australian industry by Alan Kohler 8 12am December 11 91 comments Bali deal saves WTO

    Original URL path: http://www.businessspectator.com.au/contributor/alan-kohler (2014-01-12)
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  • Robert Gottliebsen | Business Spectator
    20 70 comments The risks and rewards in the taper Markets have cheered the Fed s taper decision but dangers lie ahead Investment banks will have to stop gambling with cheap money which is bad news for emerging markets but good news for the US economy by Robert Gottliebsen 7 39am December 19 37 comments Abbott s friendly Senate hangs in the balance Even after the Western Australian recount six right wing non major parties still hold the balance of power in the Senate But the impending High Court challenge could change all that by Robert Gottliebsen 7 03am December 18 31 comments Australia s broken economic policy toolkit Traditional stimulus measures are failing to kick start the Australian economy Growth now hinges on the success of the Coalition s plan to cut red tape and boost small business by Robert Gottliebsen 7 06am December 17 56 comments Abbott can still save the car industry The prime minister can stop Toyota from closing shop if he gives managers greater flexibility over workers and takes steps to boost competitiveness in parts manufacturing by Robert Gottliebsen 7 34am December 16 52 comments A sneak preview of taper trouble to come Last night s blow to the Aussie dollar gave some insight into what the Federal Reserve s tapering will bring A lower currency is good for our miners but global investors are nervous and our market will suffer by Robert Gottliebsen 7 31am December 13 55 comments Holden s eight hard lessons for Abbott Tony Abbott and Joe Hockey have yet to understand the implications of helping drive General Motors out of Australia It will leave the nation with deep scars and Bill Shorten with a powerful political weapon by Robert Gottliebsen 8 15am December 12 143 comments Rescuing the car industry from its collision course General Motors exit from manufacturing will raise questions about Toyota s viability in Australia The Abbott government must seriously consider throwing a lifeline to parts makers to stem inevitable job losses by Robert Gottliebsen 4 05pm December 11 19 comments Give Holden s money to the parts makers As the auto industry crumbles Toyota will struggle to keep its local plant open But supporting the component makers will give the sector a better chance of survival by Robert Gottliebsen 9 56am December 11 42 comments Avoiding casualties in the banking war The battle between ANZ Bank and National Australia Bank for business customers looks to be over as ANZ licks its wounds following a hard lesson from Forge Group by Robert Gottliebsen 9 25am December 10 4 comments Australia s five tidal waves of unemployment Tony Abbott is already facing mass job losses in mining energy retail and public service prior to the next election Letting our motor industry fade could prove his biggest mistake yet by Robert Gottliebsen 9 17am December 09 124 comments Chinese buyers tower over Australian real estate If unleashed China s massive foreign reserves have the power to dramatically affect asset prices In Australia it could turn the home ownership dream into a tenant reality by Robert Gottliebsen 8 39am December 06 65 comments Lessons lost in the Gonski debate While politicians argue about how much money to throw at schools Australia s poor education outcomes can be dramatically improved by working on the lost art of better teaching by Robert Gottliebsen 8 23am December 05 69 comments A big picture challenge for the B20 The four chief executives heading the B20 taskforces must think beyond their traditional corporate fields if they are to succeed in tackling Australia s growth challenge by Robert Gottliebsen 2 01pm December 04 3 comments When markets play Russian roulette Wall Street traders are on edge as they wait for the Federal Reserve to pull the taper trigger Excess liquidity in the system means that once the shot goes off it ll be a sharp swift correction by Robert Gottliebsen 8 29am December 04 24 comments Page 1 The Middle Kingdom s Australian frontier Australia is unprepared for a big influx in Chinese visitors both as tourists and investors by Robert Gottliebsen 6 34am January 06 37 comments The next big crunch facing Australian companies Business once relied on the insights that came from a strong personal relationship between supplier and customer The successful companies of the future will be those who understand the strength in numbers by Robert Gottliebsen 6 56am January 03 30 comments Wheels turn in online retail s favour Toll and Linfox are looking to challenge Australia Post s dominance in parcel delivery The see growth moving from bricks to clicks by Robert Gottliebsen 6 41am January 02 24 comments Letter to Alan Kohler Alan Kohler s final column for the year was an open letter to Robert Gottliebsen This is Robert s reply by Robert Gottliebsen 6 12pm December 31 44 comments Abbott must fix small business in 2014 While Australia s worsening economic problems mean some election promises will be trimmed Tony Abbott has no excuse when it comes to delivering his 12 point plan to help SMEs by Robert Gottliebsen 11 02am December 31 29 comments SPC can survive without handouts Outdated labour agreements and old fashioned products are seeing food manufacturer SPC Ardmona perish But following Simplot s innovative practices could save this Australian icon by Robert Gottliebsen 11 03am December 27 42 comments Construction sweetheart deals face the wrecking ball Thanks to a Federal Court decision the era of big builders entering cartel style agreements with unions to the detriment of productivity and costs is drawing to a close by Robert Gottliebsen 8 06am December 20 70 comments The risks and rewards in the taper Markets have cheered the Fed s taper decision but dangers lie ahead Investment banks will have to stop gambling with cheap money which is bad news for emerging markets but good news for the US economy by Robert Gottliebsen 7 39am December 19 37 comments Abbott s friendly Senate hangs in the

    Original URL path: http://www.businessspectator.com.au/contributor/robert-gottliebsen (2014-01-12)
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  • Stephen Bartholomeusz | Business Spectator
    20pm December 31 53 comments Forging more than a Roy Hill fortune Recent interest in Forge Group s stock suggests something more strategic could be at play than simply a reappraisal of its prospects following developments at Roy Hill by Stephen Bartholomeusz 1 15pm December 30 1 comment Britain s spring sows the seeds for NAB s exit With the UK s economic recovery in swing 2014 may finally bring National Australia Bank the opportunity to offload its beleaguered British assets The question is when by Stephen Bartholomeusz 1 47pm December 27 2 comments A QE flipside for gold s lost lustre With US Fed stimulus measures continuing for a while producers are unlikely to get respite from gold s price plunge soon unless QE inflated asset bubbles eventually burst by Stephen Bartholomeusz 1 21pm December 24 26 comments The Big Four get a small taste of things to come While APRA s capital requirements are conservative by global standards a good look at the effects of increased regulation around the world may help mitigate unintended consequences by Stephen Bartholomeusz 1 30pm December 23 3 comments Telstra makes a call on its Hong Kong hang up Telstra s sale of Hong Kong based CSL is a prudent move to exit a heavily saturated market ripe for consolidation It also provides the telco with more financial firepower to build on its growth strategy in Asia by Stephen Bartholomeusz 12 40pm December 20 End of the road for good money after bad The government was right not to bow to pressure to throw even more taxpayer funds at General Motors and instead direct the 100 million manufacturing industry package toward generating new and competitive activity by Stephen Bartholomeusz 5 54pm December 19 48 comments Markets find the virtue in taper s modesty Markets reacted positively to today s tapering announcement with the Fed continuing to pump cheap liquidity into the system in 2014 But concerns remain over the elevation of asset prices and mispricing of risk by Stephen Bartholomeusz 1 21pm December 19 11 comments ANZ meets its perfect match in Gonski The appointment of the multi skilled and experienced David Gonski as chairman of ANZ will ensure the bank s strategy for Asian expansion is in safe hands by Stephen Bartholomeusz 4 53pm December 18 4 comments Seeing the sense in Turnbull s NBN Given taxpayers commitment to the national broadband network calls for the Coalition to abandon it are misguided Sticking to Turnbull s plan remains the most sensible and least costly option for all by Stephen Bartholomeusz 1 30pm December 18 53 comments Joe needs a revenue Hockey stick Deep cuts won t get Joe Hockey out of a budget hole Today s MYEFO statement was designed to rebuild trust in economic management and get business to start investing and spending again by Stephen Bartholomeusz 4 32pm December 17 28 comments The premium benefits of the Wesfarmers IAG deal Wesfarmers sale of its insurance underwriting division to IAG has advantages for both parties It will de risk Wesfarmers retail based portfolio and will allow IAG to become a market leader in intermediated insurance by Stephen Bartholomeusz 3 06pm December 16 Negotiating a net gain for NBN Co and the telcos Renegotiating deals with Telstra and Optus may not be so difficult for NBN Co With the value of the copper network already set the parties will be focused on the less contentious issue of its lease or sale by Stephen Bartholomeusz 1 15pm December 13 18 comments Turnbull dodges the worst from a damning NBN review The Coalition s strategic review vindicates Malcolm Turnbull s plan to make the most of existing networks and save taxpayers an absurd expense But his credibility now hangs on the delivery by Stephen Bartholomeusz 12 35pm December 12 80 comments Page 1 Britain s Christmas ghost of retail future Almost all of the UK s leading retailers especially the ones that Australian stores are modelled on have delivered miserly Christmas returns Consumers are changing the way they shop faster than most CEOs can imagine by Stephen Bartholomeusz 1 15pm January 10 8 comments Ailing Qantas needs a new battle strategy Moody s downgrade of Qantas adds to the airline s woes amid an ongoing capacity war Qantas best defence is to convince Virgin that its tactics have no strategic value by Stephen Bartholomeusz 1 24pm January 09 21 comments Dairy sector takes the cream in a Murray Goulburn bid Murray Goulburn s synergies and co operative structure could channel incentives to expand production back to farmer suppliers Its bid could be a boon for the dairy sector by Stephen Bartholomeusz 2 46pm January 08 8 comments The rewards of a pragmatic GPT Dexus truce If it plays out as planned the agreement between GPT and the Dexus CPPIB consortium for CPA should see both parties walk away satisfied and would allow GPT to still pursue any opportunities that emerge within the sector by Stephen Bartholomeusz 1 27pm January 07 Why a public asset sell off is on the money Increased competition from the private sector weakens the argument for public ownership of Medibank Private and Australia Post and strengthens the case for giving those companies access to capital to pursue higher returns by Stephen Bartholomeusz 1 23pm January 06 56 comments That s amore Fiat fuelled by Chrysler love The full takeover of Chrysler makes complete sense for Fiat given how reliant the Italian carmaker is on Chrysler s profits Unfortunately it means more capacity for an industry already suffering from oversupply by Stephen Bartholomeusz 12 43pm January 03 4 comments A proper acid test for Europe s banks 2014 will see 130 of Europe s largest banks get a full stress test The ECB desperately needs to solve the region s banking problem if it is to have any chance of dealing with confidence destroying sovereign debt by Stephen Bartholomeusz 1 34pm January 02 4 comments Turnbull s unfinished broadband business While

    Original URL path: http://www.businessspectator.com.au/contributor/stephen-bartholomeusz (2014-01-12)
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  • Rob Burgess | Business Spectator
    s taper will see the end of Australia s role as a safe haven sending bond prices lower and the government s borrowing rates higher Hockey s 8 8 billion Reserve Bank injection now makes more sense by Rob Burgess 7 56am December 20 72 comments The giant money pot Hockey can t see To shore up the budget Joe Hockey should take a close look at super tax concessions which undermine our tax system But stemming this massive leak will require strong political will by Rob Burgess 8 25am December 19 118 comments Time to scrap the NBN The Coalition s revised broadband plan leaves the fundamental aims of high speeds and regional access as afterthoughts but will still cost billions Meanwhile the private sector is already starting to fill the gaps by Rob Burgess 8 41am December 18 104 comments Roll up for the MYEFO horror show Highlighting the severity of Labor s mess may help buy Hockey political capital for painful cuts but it could destroy the very confidence he needs to turn the budget around by Rob Burgess 8 49am December 17 98 comments Cheap imports How about no imports Australia is fast becoming the country that bought the world Holden s demise is a reminder that earning export income requires making a product that people want to buy especially if we want to satisfy our growing taste for imports by Rob Burgess 6 15pm December 13 89 comments Holden opens a Pandora s box for Hockey The government s decision to end its General Motors relationship steers Australia in a new direction It s a bold move that will only work if capital is allowed to flow to our competitive sectors by Rob Burgess 8 34am December 12 22 comments Keating had all the fun Abbott cops all the pain Tony Abbott hasn t inherited the kind of economic fortune that will see new job sectors emerge quickly in place of old His five pillars appear too weak to hold up the economy s structural transition by Rob Burgess 8 57am December 11 32 comments Abbott s nightmare is unfolding in WA Tony Abbott is likely sweating bullets with the threat of a new half Senate election in Western Australia It could cost him his friendly Senate and derail the carbon tax repeal by Rob Burgess 9 08am December 10 44 comments How I got it wrong on migration The simplistic argument that a steady flow of young immigrants will help counter an ageing population no longer holds water But our moral responsibilities remain by Rob Burgess 5 13pm December 06 80 comments The age of the slogan is finally over Healthy national debate cannot subsist on three word slogans Unfortunately for Tony Abbott the media isn t playing his game anymore by Rob Burgess 8 44am December 05 63 comments Fiddling with Gonski while Shanghai learns How sad that Australia s quest to be the clever country is being scuppered by the re politicisation of education while competitor nations surge ahead by Rob Burgess 8 01am December 04 80 comments Hockey fails the leadership test on GrainCorp In rejecting Archer Daniels Midland s GrainCorp takeover the Treasurer has not only shown disregard for our national interest but contradicted his own party s promise that Australia is open for business by Rob Burgess 10 59am November 29 127 comments Hockey gambles while Pyne welches The government s Gonski backflip isn t about money it s about ideology But playing voters for mugs may very well backfire by Rob Burgess 8 38am November 28 57 comments Big Australia Big deal Using overpopulation as a policy platform is far too shallow Planning for real cities is what Australia needs not misguided attitudes towards Johnny Foreigner by Rob Burgess 8 23am November 27 22 comments Page 1 Gagging visas are an attack on democracy The skyrocketing price of a journalist visa for Nauru will limit coverage of Australian prisoners on a vassal state It is an insult to the democratic principles this country stands for by Rob Burgess 8 29am January 09 108 comments Abbott s deadly dilemma on electoral reform Tony Abbott finds himself in a tug of war between keeping the minor party dominated Senate pushing through his policies and implementing genuine electoral reforms to prevent the gaming of preferences by Rob Burgess 8 19am January 08 75 comments A hideous beast awaits Abbott s return Tony Abbott could find his weak grasp on the upper house slip through his fingers if the steep post election drop in Coalition support out West is carried into a Senate re run by Rob Burgess 8 22am January 07 63 comments Rewarding the faith of mum and dad investors Everyday investors often have more nous than they are given credit for Australia must overhaul its investment culture so they can more easily support the businesses of the future by Rob Burgess 2 11am December 30 31 comments A new perch for the eagle eyed investor A platform that puts angel investors in touch with start ups could change Australian business by taking capital raising away from the bankers and giving investment power to ordinary citizens by Rob Burgess 1 20am December 27 19 comments Bringing homeowners the bacon A little known start up that allows investors to acquire stakes in property could not only revolutionise the way Australians invest but free up much needed wealth for homeowners and their families by Rob Burgess 11 14am December 24 81 comments Unleash the property wealth beast The next phase of the investment revolution in Australia could be about to break unlocking a wall of money that could reinvigorate the economy by Rob Burgess 7 40am December 23 97 comments There s sense in Hockey s taper caper The Fed s taper will see the end of Australia s role as a safe haven sending bond prices lower and the government s borrowing rates higher Hockey s 8 8 billion Reserve Bank

    Original URL path: http://www.businessspectator.com.au/contributor/rob-burgess (2014-01-12)
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  • Kirstie Spicer | Business Spectator
    in favour by Kirstie Spicer 11 19am December 17 3 comments The week in charts As the prospect of Fed tapering looms closer investors have missed out on a Santa rally for equities this year by Kirstie Spicer 4 17pm December 13 1 comment Tricky time for oil The supply and demand balance for oil could change drastically in the medium term and investors should be prepared for a shift by Kirstie Spicer 3 52pm December 13 1 comment Market Insights Stocks waver The broader market is hovering close to unchanged as investors mull prospects for a cut in the Fed s economic stimulus while there has been a muted response to Westpac s forecast of mild lending growth by Kirstie Spicer 12 53pm December 13 Buying into the promise of tech riches The prospect of huge rewards has attracted investors to some top technology investments by Kirstie Spicer 10 51am December 13 3 comments Hot offerings get the cold shoulder As the year draws to a close investors are opting for stable cash flows and solid valuations over hopes and dreams fund raising campaigns by Kirstie Spicer 3 32pm December 12 Market Insights Decline deepens Our market has turned down to extend recent losses with McMillan Shakespeare a notable casualty of the General Motors decision to exit Australia by Kirstie Spicer 12 09pm December 12 Rio Tinto takes a walk on the safe side The miner s focus on reducing operational costs as well as continued reining in of capex shows it s putting shareholder returns ahead of its growth profile for now by Kirstie Spicer 11 06am December 12 Emerging from the gloom Investment firm T Rowe Price says the best strategy to gain exposure to emerging markets is through locally listed companies by Kirstie Spicer 3 13pm December 11 2 comments Market Insights Sentiment sags Consumer sentiment has slumped to a five month low weighing on the market while investors have punished OZ Minerals for failing to upgrade production forecasts for copper by Kirstie Spicer 1 10pm December 11 Is success more than a mirage for Billabong A decisive strategy for the future offers a snippet of hope for the surfwear retailer and may breathe life into a share price that has flat lined for two years by Kirstie Spicer 3 48pm December 10 Page 1 The year in stocks We take a look at some of the biggest announcements to hit the market over the year and how they were received by Kirstie Spicer 2 40pm December 20 Market Insights Holding firm The broader market is holding its ground after a dramatic rally on Thursday while gold miners are getting smashed as the price of gold slides in response to the Fed s tapering decision by Kirstie Spicer 1 55pm December 20 The year in charts After underperforming this year top miners are more efficient and should see fortunes turnaround in 2014 while JB Hi Fi promises to go from strength to strength by Kirstie Spicer

    Original URL path: http://www.businessspectator.com.au/contributor/kirstie-spicer (2014-01-12)
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  • Callam Pickering | Business Spectator
    out its finances but slashing non defence discretionary spending is not the answer by Callam Pickering 2 36pm December 20 45 comments A Sterling threat to the UK recovery The UK s unemployment rate is now at its lowest level since 2009 giving the Bank of England scope to consider raising interest rates next year But the strengthening currency is cause for concern by Callam Pickering 1 38pm December 19 12 comments Taper just the tonic for Australia s ills The Federal Reserve s decision to taper should see the Australian dollar track lower helping to boost competitiveness at a time when exports are set to be a key driver of economic growth by Callam Pickering 9 16am December 19 13 comments The RBA s steely infrastructure warning Beyond deflecting some uninformed questions about the Reserve Bank s 9 billion top up Glenn Stevens and Philip Lowe delivered some pertinent warnings about Australia s long term prosperity by Callam Pickering 2 43pm December 18 5 comments The Fed taper hits an inflation hurdle Stubbornly low inflation and an imminent change of leadership suggest the Federal Reserve may not taper its stimulus program just yet Despite the obstacles a Fed taper can t be far away by Callam Pickering 9 18am December 18 5 comments The RBA prudently plays the waiting game Caution reigns at the RBA as economic uncertainty grows at home and abroad The exchange rate the US taper and the timing of the mining investment cliff will continue to weigh on its policy deliberations by Callam Pickering 5 07pm December 17 19 comments Don t worry Joe the deficit s fine As the Australian population ages running up government deficits to support economic growth may become the norm It would be a great shame if ideological fearmongering derailed the nation by Callam Pickering 3 16pm December 17 38 comments Sydney s inevitable house price decline A frenzy of investor activity in Sydney has seen prices buck the national trend of modest growth But such growth without first home buyer activity is unsustainable and will result in a slowdown by Callam Pickering 11 13am December 16 35 comments Credit growth hopes hang on a falling dollar Despite record low interest rates business lending growth has slowed as the non mining sector fails to pick up momentum But the falling Australian dollar could spark a turnaround by Callam Pickering 3 14pm December 13 7 comments The two Americas Ringing sales rattling tins Strong retail sales suggest the US consumer is finally starting to feel confident again but millions of long term unemployed are being left behind by Callam Pickering 10 01am December 13 5 comments Labour pains add to the RBA s challenges It s too early to talk about a recession just yet but falling workforce participation and a decline in full time employment will be of concern to central bank policymakers by Callam Pickering 1 49pm December 12 22 comments The post election consumer honeymoon is over The initial euphoria surrounding the Coalition victory has faded with consumer sentiment declining to pre election levels and concerns about job security weighing on Australia s economic outlook by Callam Pickering 2 31pm December 11 13 comments An inflationary kick in the US jobs market A decline in the velocity of money and anchored expectations have thwarted the US Fed s desire for higher inflation But an improving jobs market if it s sustainable should reverse the trend by Callam Pickering 8 29am December 11 8 comments Low rates have a high price tag for first home buyers Low interest rates have bumped up loan approvals while pricing many first home buyers out of the market Increased speculation and limited first home buyer activity make house price growth unsustainable by Callam Pickering 2 58pm December 10 61 comments Page 1 Dwelling on housing growth is misguided Dwelling investment will rise during 2014 but the shift towards cheaper less labour intensive high density housing means it will not be enough to offset the mining investment cliff by Callam Pickering 10 46am January 10 62 comments The ECB is failing to do whatever it takes The European Central Bank is too focussed on the long term outlook when eurozone countries need desperate and immediate relief Failing to cut rates last night will lead to further disinflation and slower growth by Callam Pickering 8 34am January 10 16 comments A fast to follow the spending binge The recent surge in retail sales makes the outlook brighter for employment but don t be surprised if it s just a temporary spike Spending growth could slow to 2 per cent in 2014 as households become more not less cautious by Callam Pickering 2 56pm January 09 13 comments Tinker taper the Fed s cautious path Many within the Fed believe its QE program is becoming less effective as time wears on But future bumps in the tapering process mean it s prudent for the Fed to keep its options open by Callam Pickering 9 35am January 09 8 comments Bursting Bitcoin s bubble Many have welcomed Bitcoin as a return to the gold standard In truth it is an unwelcome return to Dutch tulip mania by Callam Pickering 9 23am December 31 6 comments The American consumer is back US household consumption is growing at its fastest rate in eight years and as the economy recovers wages should follow Expect a strong 2014 for the US by Callam Pickering 1 48am December 27 23 comments Slower growth could be the new normal Australia s growth prospects look set to turn worse in 2014 and with an ageing population deep budget cuts and a decline in mining investment it may be quite a while before it gets better by Callam Pickering 2 06am December 24 32 comments The US will pay for its short sightedness on debt The US economy has paid a heavy price for Congress obsession with short term debt dynamics The US needs to

    Original URL path: http://www.businessspectator.com.au/contributor/callam-pickering (2014-01-12)
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