Stephen Bartholomeusz

Market turbulence will test the Fed’s resolve

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Global monetary policies since the crisis have created significant vulnerabilities within the global economy and there is no painless way for central bankers to extricate themselves from the situation.

Taking stock of JB Hi-Fi’s success

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The enduring resilience of JB Hi-Fi’s business model amid the electronic retail sector’s disruption starkly contrasts with the implosion of Dick Smith.

Thorburn’s toughest challenge lies ahead

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Now that NAB’s chief executive has put the Clydesdale demerger behind him, the real hard work begins.

Virgin embarks on a flight path to profit

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Virgin has recorded a respectable result, but it needs to show that it can deliver sustainable profitability regardless of oil price movements.

Macquarie finetunes its model for growth

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The rate of Macquarie Group’s expansion of its Commodities and Markets portfolio reflects its traditional opportunism and recent risk aversion.

How to tackle corporate short-termism

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In a post-crisis climate driven by yield-hungry investors, encouraging companies to invest for the long term will require a lot more than talk.

A dividend decision looms for BHP

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As the commodity outlook sours, BHP’s commitment to its credit rating would make the miner very cautious about taking on more debt to fund its dividend payout.

Santos braces for more pain in the pipeline

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Faced with the possibility of lower oil prices for longer, energy producers have little choice but to shore up their balance sheets and conserve cash.

The unusual phenomenon driving market volatility

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The historically abnormal correlation between oil prices and equity markets looks set to remain part of the financial landscape for the foreseeable future.

The complexities of Qube’s Asciano offer

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The Qube consortium bid for Asciano is structured with the two threats to its success in mind.

The upside of Fed uncertainty

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A lack of clarity around the future trajectory of US interest rates may force investors to reconsider the pricing of risk.

Why Rio is cool on coal

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As the outlook for thermal coal darkens, Rio Tinto’s decision to scale down its presence in the sector makes sense.

Forgotten GFC warning signs flicker to life

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For the moment at least, the lead indicators of risk in the global financial system — those that presaged the last financial crisis — are flickering rather than flaring.

Bunnings UK won’t be a rerun of Masters’ disaster

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There are several key differences between Wesfarmers’ foray into the British home improvement market and Woolworths’ failed bid to challenge Bunnings at home.

ASX’s blockchain investment holds big potential

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ASX’s investment in a New York-based start-up could result in a radical overhaul of the exchange’s clearing and settlement systems.

A global debt time bomb is ticking

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Ballooning debt in emerging markets and the oil and gas sector presents a growing threat to global financial stability.

Commodities carnage will challenge the miners’ steely resolve

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Against a deteriorating backdrop in demand for commodities, BHP Billiton and other low-cost producers have little option but to batten down the hatches.

Rio reveals its financial muscle

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Rio Tinto’s production and cost-cutting strategies stand it in good stead to fund its dividends and capital expenditure commitments without any balance sheet stresses.

The Masters disaster offers some home truths for Woolworths

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Woolworths' decision to cut its losses and abandon its ill-fated hardware strategy will finally allow the retailer to focus on its core supermarkets business.

Why the market hailed BHP's shale decision

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As oil prices continue to plunge, BHP's intensifying focus on cashflow preservation makes sense.

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