Stephen Bartholomeusz

Cairns must fix the weakness at Woolworths’ core

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The fate of Masters and BigW will be defining decisions for the new chairman and his CEO, but ultimately it is the performance of the supermarkets that really counts.

A boardroom blitz was necessary for Woolworths

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The strategic challenges facing Woolworths dictate the need to replace both the CEO and chairman more or less at the same time, even if it flies in the face of conventional good governance.

The Fed's decision could be a tipping point for markets

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Recent market gyrations have thrust the Fed's forthcoming decision on rates into sharper focus.

A bad year for BHP Billiton

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Plunging commodity prices caused two-thirds of BHP's earnings base to evaporate, but it could have been worse if not for the miner's relentless cost-cutting and productivity drive.

The global market meltdown has been years in the making

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We're now starting to see the consequences that stem from the use of global monetary policy as a currency war weapon.

Hard to get a handle on the NBN colossus

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NBN Co's desperately evolving corporate plan reflects the harsh cost realities the company faces as it grapples with rolling out a world-significant project. But it could have been worse.

Fortescue triumphs against the odds – for now

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Fortescue's ability to remain profitable under trying circumstances is nothing short of formidable, but there are a host of challenges yet to come.

Market pressure mounts on Santos

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Santos' strategic review and the appointment of David Knox's successor will need to be settled swiftly to placate the market and shareholders.

Qantas reaps the rewards from Joyce's tough decisions

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Alan Joyce's massive and traumatic efforts to restructure Qantas have paid off, with the carrier now on a sustainable and competitive footing.

Treasury Wine's transformative strategy is bearing fruit

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Michael Clarke's overhaul of Treasury Wine is beginning to reshape the beleaguered wine producer into a premium brands business.

The big question mark raised by China's devaluation

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China's currency move is part of a long-term strategy toward market liberalisation, but will it derail the Fed's rate hike plans?

Growth opportunities are calling for Telstra

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Offshore strategies will be crucial to ensuring Telstra's growth in the post-NBN future.

The highs and lows in CBA's solid result

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Amid a low-growth environment, Commonwealth Bank generated enough volume growth to offset shrinking interest margins, but rising bad and doubtful debts are a concern.

Why China changed its exchange rate policy

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China's decision to alter the way it sets its exchange rate could signal another step towards financial market liberalisation -- but there is another more obvious trigger.

Transurban is on the road to growth

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Transurban has the capacity to expand its portfolio and fund new avenues for growth at a time when state governments are strapped for cash.

Why Rio and BHP favour dividends over expansion … for now

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While both Rio Tinto and BHP Billiton are cognisant of the 'straw hats in winter' opportunity, their priorities remain financial strength and shareholder returns.

Making sense of JB Hi-Fi's standout success

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While most of its competitors have been battered by structural and cyclical headwinds, JB Hi-Fi's performance remains impressive.

Some welcome tailwinds for Virgin

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Virgin's return to domestic profits is significant, but CEO John Borghetti must take advantage of peaceful market conditions while they last.

Why Rio won't rest on its laurels

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Despite deteriorating external conditions, Rio has been able to better market expectations on costs and capital discipline -- but the challenges are mounting.

Timing is everything for ANZ's capital raising

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In the wake of APRA's decision on residential mortgage risk-weights, it was only a matter of time before ANZ would seek to raise capital.

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