Business

The age of AI soft power
Ren Ito expects models that attract the most global users to confer significant benefits on their creators

A stock-market crash foretold
Desmond Lachman warns that valuations in the US are increasingly at odds with escalating geopolitical and economic risks

Take care how you read the Chinese market signals
From Sydney to Shanghai: how the Chinese diaspora shapes (and sometimes misguides) market entry into mainland China and growth

Former KPMG employee faces fraud charges
Former KPMG employee, who is not a registered tax professional, is alleged to have orchestrated a large-scale tax fraud

Land sales plummet as prices soar
Home builders bemoan the high cost of land, the long approvals process, and rising construction costs. The result, they say, is ever higher pressure on prices for houses already built

Reimaging produce marketing
Five times the average price of an apple in China: Mark Tanner traces how Rockit is maintaining a premium and growing over 50% annually

Calm before the storm
David Skilling says despite market calm, economic risks and political stresses are building - along with structural economic and geopolitical change

What lead-poisoned buns in China means for foreign brands
Mark Tanner reports on another trust-hit for some China domestic food brands, a reminder how quickly Chinese consumers will shift away from risks and how important it is for foreign brands to bolster their safety credibility

Speed, scandal, and sales: Xiaomi’s EV lesson
Mark Tanner shows why China Speed is a real thing in marketing, and that even after stumbles companies can recover if they can remain relevant in an uber-dynamic retail environment

Zombie SMEs pay off for the ATO
Struggling small businesses in the construction and hospitality sectors use the 'Small Business Restructuring' process to attempt to stay in control of their enterprises

Trump’s capital crackdown is a big risk for Australia
Australia's moves to protect itself from multinational profit-shifting and tax avoidance is likely to be targeted by the US

What Swiss watches have in common with Chinese manufacturers
Mark Tanner warns that outsource manufacturing to China for a quality product while contributing little more than a brand label and marketing is an opportunity for that contract manufacturer to offer the same product at better value independently

How companies should – and should not – deploy AI
Vinciane Beauchene & Allison Bailey warn that a focus on marginal productivity gains from utilising AI can distract from larger opportunities

Four reasons why US Treasury bond yields are rising
Dambisa Moyo identifies the factors driving down demand for US Government bonds at a time of heightened volatility

What Alibaba and Peking Uni analysis tells us about marketing in China
Mark Tanner says new in-market analysis in China shows a shift in consumer preference – from price-led purchasing to choices anchored in quality and brand strength

Breakfast briefing: Recent history less relevant for analysts. It's now all about what is to come
US sovereign rating downgraded; US consumers glum; Walmart warns; eyes on China data dump; Singapore exports jump; EU trade surplus jumps; UST 10yr at 4.44%; gold down, oil firmer; AU$1 = 64.1 USc

What happened to US exceptionalism?
When sentiment slumps and bond vigilantes return, is the only way for gold 'up'? especially when equity valuations seem unreasonably high

A shattered covenant
David Mahon says China is responding to the US tariff war by focusing on its internal challenges while strengthening new alliances with the economic refugees of the fragmenting global order

Breakfast briefing: Lots of US data releases, few supporting the Trump agenda
Powell focused on inflation control; US data weaker than expected; Japan machine tool orders rise; EU factories busy; Aussie labour market rises; freight rates rise; UST 10yr at 4.45%; gold up, oil down; NZ$1 = 58.7 USc; TWI-5 = 67.2

Why premium still wins in China
Mark Tanner says there are plenty of Chinese consumers prioritising price. But there are also tens of millions who are willing to pay more for products they perceive to be safer, better, or more 'emotionally resonant'

Breakfast briefing: Positives hard to find
Canadian data reflects tariff twists; China new yuan loan data weak; Aussie drought extends; ASIC puts Macquarie in its crosshairs for deep problems; UST 10yr at 4.53%; gold falls and oil holds; AU$1 = 64.4 USc

Weekend briefing: Narcissist blames everyone else
Trump obsesses about Powell; US already in recession; Japanese inflation stays high; China FDI weak, fiscal stimulus rises; ECB cuts; Aussie jobs rise; UST 10yr at 4.33%; gold holds high and oil up; AU$1 = 65.4 USc

Will the global economy stall?
Eswar Prasad and Caroline Smiltneks consider the growth prospects for the major economies in the wake of the Trump tariff actions