Opinion
What really matters now for investors, and nine more opinion reads
From the $8b historic Chemist Warehouse deal to US Fed rate cuts and a rethink of Australia’s immigration strategy. Here are 10 opinion pieces from the week.
What really matters for investors now Fed rate cuts are a certainty
After the US central bank signalled rates will fall, Wall Street is at or close to record highs – it’s as if the many increases never happened. But what comes next? – James Thomson
US Federal Reserve chairman Jerome Powell: Let the pivot party begin. David Rowe
Why Chemist Warehouse creates a quandary for fund managers
The structure of Chemist Warehouse’s deal with Sigma means fund managers who like the growth story face tough decisions on when and how to get a slice of the action. – James Thomson
Chemist Warehouse deal will make Sigma stock a global attraction
Hats off to this sleepy wholesaler for making a late submission for M&A deal of the year, one only possible when you have two very committed parties. – Anthony Macdonald
Is the backdoor the new way to the ASX boards?
If Chemist Warehouse can do it, what’s stopping Virgin Australia backdoor listing via Rex? Or Molycop via Monadelphous? The IPO game has taken an interesting twist. – Anthony Macdonald
Why Penny Wong and academic elites are wrong on Gaza
Foreign Minister Penny Wong demonstrated the moral corruption of the UN and the opinion of many of its members, and Harvard president Claudine Gay the intellectual corruption of higher education. – John Roskam
Energy transition needs gas, not nuclear
A rational decarbonising energy policy offers a middle path between the absolutists and the denialists. – Craig Emerson
Migration strategy is to turn around the backwards system
Immigration returning to normal after the post-pandemic temporary catch-up is an opportunity to rebalance the program towards the skills we need to tackle our national challenges. – Clare O’Neil
Olympia Yarger, the 2022 ACT Australian of the Year, exposed a critical flaw in Australia’s migration system. Oscar Colman
We’ll be back in election mode on the other side of Christmas
Three-year terms mean that the government, after just 20 months in power, will start pulling down the new policy shutters, with the opposition dialling everything up to 11. – Phillip Coorey
How Chalmers’ fiscal goals lost all ambition
Even the modest bipartisan version of budget repair - reducing debt as a percentage of GDP — is subject to risks. If we look back 10 years, there are valuable lessons in what can go wrong. – Robert Carling
Super performance test review must set a high returns bar
It’s reasonable to ask the question about constraining clean energy investments. But the hurdle must ultimately be whether Australians will retire with more income in retirement than would otherwise be the case. – Blake Briggs
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