Alan Kohler is one of Australia’s most experienced business commentators. Alan has been a trusted source of investment advice to Australians for many years, and in 2005 he founded Eureka Report - Australia’s #1 online investment report. Along with Robert Gottliebsen and Stephen Bartholomeusz, Alan also founded Business Spectator, the popular business news and commentary website. Alan is the regular finance presenter on the ABC News and producer of the popular nightly graph (or two).
As the financial system inquiry progresses, it's clear the regulator has some concerns that the sophisticated and nuanced regime it oversees might soon be overlaid with some new and quite rigid domestic rules.
Momentum is starting to flow through Woolworths' food and liquor operations, but the poor performances of Big W and Masters are blemishes on chief executive Grant O'Brien's otherwise impressive record.
The losses announced by Qantas are the worst in its corporate history, but they could also mark a turning point in the company's fortunes as it stabilises its balance sheet and undergoes its structural transformation.
The Vertigan Committee's review puts hard figures to the far inferior net benefit of FTTP compared to a multi-technology mix. In the process, it demolishes Conroy’s argument that future NBN benefits are unmeasurable.
A demerged BHP Billiton will result in two businesses with very different risk and growth profiles. The continuing BHP is likely to reap the rewards of radical simplification while NewCo may take a more aggressive approach.
National Australia Bank's UK operations continue to detract from its high-performing Australian franchise, which has seen strong growth in its residential mortgage portfolio and wealth management business.