Malcolm Maiden

Malcolm Maiden

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

Infrastructure funding puzzle solved: Australia can borrow what it needs

Malcolm Maiden This is a moment to take advantage of cheap money, and perhaps even consider the possibility that Australia could get by for a while without its triple A borrowing status.

The biggest corporations are moving targets for the taxman

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Malcolm Maiden The government’s tax discussion paper looks at lowering corporate tax. The Senate’s inquiry into corporate tax avoidance meanwhile is looking for ways to make companies pay what they owe.

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Rates on hold but ASX's 6000 hurdle still in sight

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Malcolm Maiden The Australian dollar rose sharply about 15 seconds ahead of the Reserve's 2.30pm announcement that rates were on hold.

RBA rate cut: It is just a matter of when

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Malcolm Maiden There will be more than usual interest in the Reserve Bank’s rate-setting meeting next Tuesday, not least because the central bank has already surprised twice this year.

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Buying on April 1 last year wasn't totally foolish

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Malcolm Maiden It is said that fools rush in, but investors who bought on April Fools' Day a year ago and avoided resources companies did well.

Crunch time for the government's reform ambitions

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Malcolm Maiden The Abbott government had decided before it was elected it would deliver process-driven reform in financial services, competition law and tax, and on two fronts the crunch time is now approaching.

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Dividend imputation clears an early tax review hurdle

Investors

Malcolm Maiden Australian investors appear to have dodged a bullet.

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Share register something new for Myer to consider

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Malcolm Maiden The Myer department store group got something else to think about on Friday when investment bank Deutsche filed a 5.2 per cent substantial shareholding notice.

Housing boom not an automatic bust yet

Malcolm Maiden There were two apparently contrasting views on Australia’s property market on Tuesday.

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Qantas link with China Eastern may be an air bridge too far

Qantas

Malcolm Maiden It couldn’t happen in China but it can happen in Australia, and it just has. A deal signed in the presence of the leaders of the two nations has been rejected by Australia’s competition...

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Myer makeover one for the ages if it works

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Malcolm Maiden Myer’s new chief executive Richard Umbers says he will “bring the love of shopping to life” in its department stores, but can he break the group's revamp duck?

Tax reform cannot be discussed in bits and pieces

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Malcolm Maiden Tax reform is never a comfortable discussion for a government to initiate, and this government is preparing to do so when its political stocks are low.

South32 makes sense, for BHP most of all

BHP

Malcolm Maiden The simple maths of BHP Billiton's South32 spinout is that the group will spend about $US738 million ($966 million) before tax in stamp duty, other taxes, separation costs and execution costs to lock...

BHP's South32 demerger maths look good

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Malcolm Maiden The simple maths of BHP Billiton's South32 spin-out is that the group will spend about $US738 million ($966 million) before tax in stamp duty, other taxes, separation costs and execution costs to...

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TPG-iiNet merger makes sense as NBN broadband network ramps up

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Malcolm Maiden The merged group would have a combined base of more than 1.7 million broadband customers.

TPG-iiNet merger makes sense as NBN network ramps up

Telcos iiNet and TPG cater to different markets.

Malcolm Maiden TPG is significantly gearing its balance sheet to pay for its proposed $1.4 billion scheme of arrangement takeover of iiNet, but there is strong strategic logic in the marriage, and the timing is...

Don't give up on Aussie shares yet

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Malcolm Maiden The sharemarket reversal this week is all about the coming US rate rise, but don't panic and abandon the equities ship yet.

Why the Australian market isn't growing any Apples

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Malcolm Maiden The Dow Jones Industrial Average reflects the rise and fall of entire industries. The Australian market, unfortunately, does not.

CEO Ahmed Fahour still walking the line at Australia Post

Malcolm Maiden Australia Post's parcels business has shown enviable growth, but will it be enough?

Gen X and Y, it's time to toughen up

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Malcolm Maiden A flurry of reports and opinion pieces declaring that baby boomers have had it too good and must be now brought to account prompts me to issue an apology to generations X and Y.

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