Anthony Macdonald

Should a company pay for expansion plans with shareholders’ money, or someone else’s? This is the next chapter in the public versus private markets debate.

PIMCO is taking the bulk of the $21.4 billion RAMS loan book, turning up with a quantum of money that’s never been there before.

If we are to become a serious global player in AI and host the biggest and most power-hungry data centres, we need a lot more power – and quickly.

Only 18 months after scrapping an ASX listing for one of its funds, the Swiss billionaire-run private equity and credit giant is back and talking about an IPO.

Nuno Matos says that to lure big offshore investment, the nation will have to break the 2-2.5 per cent growth barrier from a GDP perspective.

Tech bros seem to think anything’s possible, but apart from the question of capital and profit, they also need access to the heavily regulated power industry.

An older, wiser Dan Loeb reckons his activist approach has changed, but the Wall Street icon will never put away the big stick.

Managing director Chris Ellison says this $1.17 billion sale was two years in the making. Expect to see more of these deals in Australian critical minerals.

The gold rush for AI infrastructure is sucking up funds right as Australia needs capital to expand existing infrastructure assets. Where is the money going to come from?

You have to be sceptical of any AI-related deal struck in this market. But at least Megaport’s CEO was talking sense.