ANALYSIS: The market has treated deeply entrenched incumbents in much the same way as commodity platforms with shallow customer relationships. That is where the opportunity lies.
ANALYSIS: It might base its view on US Vice-President JD Vance’s assurance that President Trump isn’t as dumb as previous presidents.
ANALYSIS: Australia’s new National Anti-Corruption Commission releases long-awaited report on ‘Robodebt’ scandal that takes no action and raises questions about the Commission’s effectiveness.
ANALYSIS: The risk is not near-term collapse; it’s long-run erosion in pricing power and premium economics.
ANALYSIS: A revamped offer from an unlisted property fund seeks to raise capital from new investors to help pay for the potential exits for older ones.
ANALYSIS: Entry-level jobs are the foundation for building productivity, skills, and participation in the economy.
A novel and a movie are based on the life of Vladislav Surkov.
ANALYSIS: Winston Peters is now calling for a select committee inquiry into vaccine mandates.
ANALYSIS: A recent Star Entertainment Group court ruling cautions boards’ use of common AI tools.
ANALYSIS: Markets need to believe the Iran war will be short, because the alternative could be really bad.