Malcolm Maiden

Malcolm Maiden

Malcolm Maiden analyses and comments on business, the markets and the economy.

Malcolm Maiden

Australia is in a meerkat market as animal spirits remain wary

Malcolm Maiden Animal spirits are Australia’s missing link as the new year begins. They are there, but they are timid: you might call this a meerkat market.

Malcolm Maiden

Nine dates that could move the markets in 2015

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Malcolm Maiden Before you sink too far into the banana lounge, stick these dates in your phone or diary. They are going to be important for investors in 2015.

Malcolm Maiden

Skilled gets an offer that's hard to refuse

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Malcolm Maiden There is enough logic in a merger of Programmed Maintenance Services and Skilled Group for the companies to have discussed a union in the past.

Malcolm Maiden

Asian buy caps a good year for Telstra's Thodey

The Pacnet deal is one of several milestones for David Thodey and his team in the past year.

Malcolm Maiden Telstra's agreement to tuck the debt-laden Pacnet Asian communications network under its wing caps another strong year for Telstra CEO David Thodey and his top executives.

Malcolm Maiden

East West Link takes the wooden spoon for 2014

East-West link protesters marching through Swanston Street in Melbourne on Saturday 28 June 2014.

Malcolm Maiden You don’t have to look past the infrastructure sector to find the best and worst deals of 2014.

Mal Maiden

Vladimir Putin cornered: which way does he jump?

Russian President Vladimir Putin has watched the decline of the rouble as international sanctions bite the Russian economy and oil prices fall.

Malcolm Maiden Russia's government and President Vladimir Putin are in a tightening vice.

Malcolm Maiden

Anti-dumping regime gets some teeth

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Malcolm Maiden An announcement by Industry Minister Ian Macfarlane and his parliamentary secretary Bob Baldwin was overlooked on Monday as Sydney’s hostage horror transfixed the country, but it flags a...

Telstra stands to gain from NBN build

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Malcolm Maiden The juice for Telstra shareholders in Sunday's announcement of a new deal between Telstra and the NBN Co is the news of negotiations for Telstra to take over a large part of the design, construction...


Sony's huge Hollywood hack is the tip of iceberg

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Malcolm Maiden The corporate data hack on Sony Corp has been manna from heaven for social media and the celeb-sites that feed it.

Malcolm Maiden

Sentiment plunge a shocker for retailers

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Malcolm Maiden It seems it won't be a merry Christmas for Australia's retailers.

Telstra wins again with new NBN deal

Malcolm Maiden Cabinet’s approval of a revamped deal between the NBN Co, Telstra and Optus covering the roll-out of a hybrid broadband network is a milepost in a long journey, but an important one.

Murray has made the right call on the banks

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Malcolm Maiden Poacher turned gamekeeper David Murray is right to tell the big banks they must boost their capital and make themselves safer.

Malcolm Maiden

Reserve Bank caught in a Christmas cone of silence

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Malcolm Maiden One thing worth remembering as the market places bets that the Reserve Bank will cut its cash rate rapidly is that the bloke who runs it aims to move methodically.

GDP weak but not conclusively so

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Malcolm Maiden There is income weakness in the economy and it throws up similar questions for the government and for investors.

Banks may need to set aside rainy-day capital

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Malcolm Maiden A stress test conducted this year concluded the banks could rack up losses of $170b during 5 years.

Six reasons oil's price plunge has shaken the markets

Oil rigs will continue to push out oil at 2014 levels despite demand falling in 2015.

Malcolm Maiden Oil is a key economic input, and its price has fallen sharply. All things being equal, that’s a plus for global growth, but the markets are in turmoil.

RBA between a rate cut and hard place

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Malcolm Maiden Philip Lowe’s comments added to the sense that the lie of the land is subtly shifting.

Sale done - now Medibank must deliver

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Malcolm Maiden Medibank’s trading debut suggests that the government got its privatisation sums almost right, but the health insurer is going to be under pressure to justify its price tag.

Medibank makes 'Goldilocks' ASX debut, but still needs to deliver

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Malcolm Maiden After a solid debut, the challenge is to deliver the earnings growth the share price predicts.

Malcolm Maiden: Strong demand for Medibank Private shares

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Malcolm Maiden The government can be reasonably confident a price like the $2.15 it has opted for with Medibank Private will be supported when the shares are quoted and begin trading on a deferred settlement basis...