Malcolm Maiden

Malcolm Maiden

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

Medibank CEO swap signals bigger cost crackdown

Malcolm Maiden One of the selling points for Medibank Private's float in November last year was that the insurer was a classic privatisation buy.

Key Murray recommendations have been given only a go-slow nod

Malcolm Maiden.

Malcolm Maiden The Treasurer says the government has entirely or substantially embraced 42 of the 44 Murray inquiry recommendations to improve the Australian financial system.

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Wall Street doesn't have the answers yet

Wall Street

Malcolm Maiden Something unusual happened when I visited Wall Street recently. I didn't get answers.

ACCC may have derailed Brookfield's $8.9b Asciano bid

Malcolm Maiden.

Malcolm Maiden There's a potential remedy to the ACCC's concerns, but it may be a bridge too far for Brookfield.

Treasury's US wine swoop looks promising

Malcolm Maiden

Malcolm Maiden Treasury Wine estates chief executive Mike Clarke would probably make a good poker player.

Australia: the not-so little economy that can

Reserve Bank deputy governor Philip Lowe says there's a lot going for the Australian economy as long as people don't succumb to chronic pessimism.

Malcolm Maiden Australia has been getting a lot of things right for a long time, and has a good chance of continuing to do so.

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Glencore's got issues, but being a Lehman clone isn't one of them

Malcolm Maiden

Malcolm Maiden Glencore is smaller, less aggressively geared and less central to the financial markets than Lehman.

Malcolm Maiden

Australian dollar rally a dead cat bounce, so slump will continue

Malcolm Maiden

Malcolm Maiden Ignore the $A rally this week. It's got further to fall before the commodity price crunch is over.

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Malcolm Maiden

TPP: Even money on Trans-Pacific Partnership win on current form

Malcolm Maiden.

Malcolm Maiden The TPP is a political construct more than an economic one.

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Sharemarket turmoil helped sway the Fed

Malcolm Maiden.

Malcolm Maiden The question now is: should the markets be relieved or worried that the US Federal Reserve is not yet ready to begin raising interest rates?

Can the bond markets handle a US rate rise?

Malcolm Maiden

Malcolm Maiden As the markets prepare for first US rate rise since June 2006  Australia's top market-watcher has issued a timely warning.

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PM Turnbull needs to create a new positive Australian narrative

Malcolm Maiden

Malcolm Maiden One of Prime Minister Malcolm Turnbull's most important jobs is to get business people believing in themselves and Australia's future again.

The sharemarket bets on Santos are huge

Malcolm Maiden Analysts differ widely on Santos's prospects in an uncertain world.

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Four reasons for this week's sharemarket bounce

Malcolm Maiden

Malcolm Maiden Last week was doom and gloom in the markets. This week it's onwards and upwards. What's changed? The US Federal Reserve's rate-setting meeting next week is still an issue, but there's some buy...

Woodside's bid for Oil Search may struggle to fly

Malcolm Maiden

Malcolm Maiden Woodside is going to have to sweeten its $12 billion takeover offer for Oil Search if it wants to add the PNG group's assets to its portfolio.

China has made the Australian dollar stronger over the long haul

Malcolm Maiden The $A will go lower but shouldn't reach the depths it plumbed before China awoke.

GDP: even old news is bad news when the bears are grumbling

Malcolm Maiden

Malcolm Maiden The Reserve Bank stuck to its routine by holding its rate-setting meeting the day before Wednesday's data dump on the strength of the Australian economy, but it got the big picture right.

Myer's $600m revival plan may be best chance to get it right

Malcolm Maiden

Malcolm Maiden It is retailing 101 in concept, but execution is the key for Myer.

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Woolworths: the only way from here might be up

Malcolm Maiden

Malcolm Maiden Woolies is down, but change is coming. Its shares might be worth a punt.

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There are two market slumps: only one matters

Malcolm Maiden

Malcolm Maiden Confused? The sharemarket volatility shows that you are not alone.