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Underarm

Bulls whip the bears on the ASX

ANALYSIS: It was a volatile year on the ASX but, in the end, it was a triumph for the bulls. Can the rally continue or is the market cruising for a major correction?

Lachlan Colquhoun Wed, 02 Jul 2025

Investment

ASX touts liquidity boost for Kiwi listings

Investment

Virgin soars on ASX return

Morning Brew

US recession risk rises; 'Liberation Day' looms

Investment

Rio cuts dividend as iron ore prices hit profits

Investment

Lower commodity prices hit profits at BHP

Underarm

‘National interest’ – what does that actually mean in 2025?

ANALYSIS: Shareholders likely to be happy with the premium they will receive but A$36b takeover of gas producer Santos by Abu Dhabi investors still has to pass nebulous ‘national interest’ test.

Lachlan Colquhoun Wed, 25 Jun 2025

Underarm

Trumpian uncertainty deepens Australia’s Aukus dilemma

ANALYSIS: The US is reviewing the Aukus submarine programme just after Australia paid a US$500m down payment. Can the alliance survive ‘America First’ or is this an opportunity for Australia to change direction?

Lachlan Colquhoun Wed, 18 Jun 2025

Underarm

Regulators to the rescue for ASX and public markets

ANALYSIS: Asic is cutting some red tape as it tries to arrest the decline in listings, while also pondering how to regulate buoyant private markets.

Lachlan Colquhoun Wed, 11 Jun 2025

Underarm

Aussie gas comes in from the cold

ANALYSIS: The recently returned Albanese Government has just approved a 40-year extension to a huge gas project. Most of that gas will be exported, but it has great domestic significance.

Lachlan Colquhoun Wed, 04 Jun 2025

Underarm

A tale of two very different budget strategies

ANALYSIS: While there are similarities between the challenges facing the New Zealand and Australian economies, the responses of the respective governments showed their different ideologies.

Lachlan Colquhoun Wed, 28 May 2025

Underarm

The Big Four banks are here to stay – maybe that’s a good thing

ANALYSIS: ANZ’s new chief executive is in New Zealand this week. Instead of being persuaded to sell the business, he'll probably be pleasantly surprised by what he finds.