Malcolm Maiden

Food giants weather tough times

Malcolm Maiden If rates go up the small retailers will hurt the most, and they will look for someone to blame.

Malcolm Maiden

Deal between Telstra and NBN Co looks some time away

Malcolm Maiden The clock is certainly ticking, but many issues are yet to be resolved.

Malcolm Maiden

Watch for a reversal on the resource tax to tackle worries about sovereign risk

Malcolm Maiden Even as Ken Henry doggedly defended the resource tax in the Senate Estimates Committee yesterday, expectations were building that the government was preparing to announce its first backtrack on the...

Malcolm Maiden

Backtrack won't fill this hole

Malcolm Maiden There's no easy way out of the hole the government is in.

Malcolm Maiden

For Foster's, breaking up is hard to do

Malcolm Maiden Institutional shareholders had warned Foster's not to conduct a fire sale.

Malcolm Maiden

After this misadventure it helps to believe the glass is half full

Malcolm Maiden The Foster's chief executive, Ian Johnson, was asked several times yesterday whether the group was announcing its plan to break Foster's into separate listed wine and beer groups because it had...

Malcolm Maiden

Foster's soothes its wine hangover

Malcolm Maiden Foster's announcement that it will split into two businesses, wine and beer, is an admission of failure, but a necessary one.

Malcolm Maiden

Resourceful tax, but very poorly sold

Malcolm Maiden The miners' vitriolic public campaign against the tax has not helped.

Malcolm Maiden

It's a risky business, don't you forget it

Malcolm Maiden There was a time not so long ago when the markets were convinced that the risks the global financial crisis had exposed were contained. But that was then.

Malcolm Maiden

Good reason for slide of our dollar

Malcolm Maiden There are good reasons for international investors to be less keen on the $A than they were even a month ago.

Malcolm Maiden

$A's decline is no cause for panic, and no reflection on the health of the economy

Malcolm Maiden Yesterday's $A dive was not matched in another market that measures the nation's financial pulse, and for that reason it was unconvincing evidence that there is an international crisis of confidence...

Malcolm Maiden

Resources tax was not designed to frighten, but investors may be scared anyway

Malcolm Maiden On Tuesday, the Treasury secretary, Ken Henry, laid out how the government's proposed resources rent tax works, in theory. Andrew Forrest yesterday laid out how it is working in practice.

Malcolm Maiden

Theory may mean 'leery' in practice

Malcolm Maiden Ken Henry shows how the tax works, in theory. Twiggy Forrest shows how it works, in practice.

Malcolm Maiden

Softly, softly... Woes weigh on dollar

Malcolm Maiden There's reason for the Australian dollar to be softer in the current market. Data, rates nerves, global turmoil. It all adds up.

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Malcolm Maiden

Embracing market abnormality

Malcolm Maiden Today’s valuations are exceptionally low: in the past 15 years, only the global crisis has generated cheaper buying.

Malcolm Maiden

Co-investment idea sets stage for C-grade mining boom

Malcolm Maiden The Treasurer needs a resource rent tax structure that works.

Malcolm Maiden

Mobiles ring up some good numbers for Optus, and paint a bleak picture for Telstra

Malcolm Maiden It's difficult to find good omens for Telstra in the profit of Singtel's Australian arm, Optus, reported yesterday for the year to March.

Malcolm Maiden

Pincers out for Telstra fightback

Malcolm Maiden It's difficult to find good omens for Telstra in the profit SingTel's Australian arm, Optus, reported yesterday for the year to March.

Malcolm Maiden

Wishful thinking on bonds

Malcolm Maiden There are two flaws in the plan to build a working retail corporate bond market in Australia.

Malcolm Maiden

Corporate bonds likely to remain backwater despite budget brandishing promises

Malcolm Maiden Don't hold your breath for a surge in the growth of the moribund retail corporate bond market on the back of changes the Rudd government and the Australian Securities and Investments Commission...