Malcolm Maiden

Malcolm Maiden

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

Malcolm Maiden

Resources boom slows to a simmer as China starts raising the heat

Malcolm Maiden BHP's lower profit and Alcoa's announcement of a Point Henry review point to a change in the boom.

Malcolm Maiden

Always some cylinders firing for BHP

bhp

Malcolm Maiden BHP's strategy to focus exclusively on low cost, long-life top quality projects and to hedge risks by diversifying has worked.

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Malcolm Maiden

Reserve's call won't cut it for banks

Malcolm Maiden The Reserve Bank's decision to leave its cash rate is going to cause some hand-wringing.

RBA passes, now it's the banks' turn

Banks

Malcolm Maiden The Reserve Bank's decision to leave its cash rate at 4.25 per cent is going to cause some hand-wringing inside the big banks.

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Malcolm Maiden

RBA pauses - for now

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Malcolm Maiden The Reserve Bank's decision to leave rates unchanged does not mark the end of its rate-cut program.

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Malcolm Maiden

Spotless lowers the drawbridge half way

Spotless

Malcolm Maiden Spotless chairman Peter Smedley has found a way to set up a likely bid by Pacific Equity Partners without backing down totally.

Malcolm Maiden

Big questions to ponder as year nears end

malcolm-maiden-dinkus

Malcolm Maiden There are quite a few questions on my mind as I prepare to tidy my desk and head off to the beach for the summer break.

Malcolm Maiden

Many questions, but the answers hinge on Europe

Malcolm Maiden Here's quite a few questions on my mind as I prepare to tidy my desk and head off to the beach for the summer break.

Malcolm Maiden

Share rally likely to be another false dawn

Malcolm Maiden LET'S get yesterday's market bounce in perspective. It's nice to have an early Christmas gift. But, like the US housing starts leap that helped trigger it, it depends on where you are measuring it...

Malcolm Maiden

Perky market good in theory, until you take a backward glance

Malcolm Maiden In yesterday's market rise, as in the US housing leap that helped trigger it, the benefit is relative.

Malcolm Maiden

Billabong a victim of its own success

Malcolm Maiden Billabong's problems are partly a function of the reach of its business. It is being simultaneously hit by a downturn in Europe that shows no sign of relenting; continuing low retail activity in the...

Malcolm Maiden

Billabong needs to perform a tight juggling act

Malcolm Maiden Wholesale, retail, online: Billabong's problems are partly a function of the reach of its business.

Malcolm Maiden

Europe gloom set RBA on cutting course

Malcolm Maiden The minutes of the RBA's rate-setting meeting show Europe's sovereign debt crisis was the main reason the central bank decided to cut its cash rate.

Fegan exits Telstra after CFO snub

Paul Fegan.

Malcolm Maiden Paul Fegan, the former chief executive of St George Bank, has decided to quit Telstra after being overlooked for the telco's chief financial officer position.

Malcolm Maiden

Billabong revamp now urgent after downgrade

One of the images featured in John Witzig's new exhibition at South Melbourne's RAW Gallery.

Malcolm Maiden Billabong's shares have been flayed this morning because the clothing group's profit downgrade has been issued on top of an already weak position.

Malcolm Maiden

ACCC irons out pricing asymmetries for Telstra

malcolm-maiden-dinkus

Malcolm Maiden It's not often that a company celebrates after being told it's going to be more heavily regulated.

Malcolm Maiden

Bonds versus equities: old habits die hard

Malcolm Maiden Wayne Swan's plans for cranking up a retail corporate bond market are useful but, as he admitted this week, no quick fix.

Malcolm Maiden

Deep, liquid corporate bond market a hard sell in share-loving Australia

Malcolm Maiden Wayne Swan's plans for cranking up a retail corporate bond market are useful but, no quick fix.

Malcolm Maiden

Penn's signing extends Telstra's most likely to five

Malcolm Maiden David Thodey has settled the field for the succession race inside Telstra with yesterday's announcement that Andy Penn will slip into the chief financial officer's chair at the telco next March.

Malcolm Maiden

Thodey settles contenders for succession race

Malcolm Maiden Telstra boss announces former AXA Asia Pacific chief Andy Penn will become CFO.