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Take Two: The Australian Business Review: March 24, 2008

March 24th, 2008

Leon Gettler and Garry Barker discuss the increasingly complex relationship between BHP Billiton, Rio-Tinto and the Chinese and Australian governments. China will do almost anything it can to scupper the merger deal, even to helping Rio Tinto expand its investments and make it a harder takeover target. They look at interest rates and forecast higher rates, whether or not the Reserve Bank adds another 25 basis points, possibly in May, and they examine the TV industry and its advertising outlook.

 
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Take Two: Australian Business Review: March 17, 2008

March 17th, 2008

Leon Gettler and Garry Barker examine the Bear Stearns financial crisis as it touches world banks and Australia in particular and suggest we ain’t seen nothing yet. They touch on Telstra and the Australian national broadband network, yet to be built, and do a bit of forecasting on interest rates.

 
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Take Two: Australian Business Review: March 9, 2008

March 9th, 2008

Very serious times lie ahead, says Leon Gettler, banking and management guru of The Age, in this latest conversation with technology editor Garry Barker. They discuss interest rates and why the banks are putting premiums on the Reserve B ank’s continuing increases, look at the Allco debacle, at ABC Learning, and touch on the mining and telecommunications industries.

 
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Take Two: Australian Business Review: March 1, 2008

March 1st, 2008

Leon Gettler and Garry Barker discuss ABC Learning’s financial crisis, why it happened and what it means in today’s bear market. They look at Allco and its problems, at the retail scene as interest rates rise and Garry talks about his visit to Australia’s newest morphine factory.

 
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Take Two: Australian Business Review for Feb 25

February 24th, 2008

Leon Gettler and Garry Barker chat about the trials of the ANZ, the monoline insurance issue and the Super Thursday profit reporting day; Telstra is up and running and Sol Trujillo’s plan is coming together.

 
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Take Two: Australian Business Review: 4/2008

February 17th, 2008

Leon Gettler and Garry Barker discuss the current state of the Australian economy. Leon predicts tough times ahead and a hard landing ahead. They look at the sharemarket’s state of mind and examine the telecommunications sector, ending with a little prediction on fat lips and cosmetic enhancement.

 
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Take Two: Australian Business Review: 0208

February 9th, 2008

In their second show of the year Leon Gettler and Garry Barker examine the continuing saga of BHP Billiton’s bid to take over Rio Tinto as it comes down to the February 6 takeover panels deadline. And they look at the economy, the near inevitability of further interest rate rises in Australia and the Tricom problem.

 
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Take Two: Australian Business Review: 3 of 2008

February 9th, 2008

Leon Gettler and Garry Barker discuss the BHP Billiton/Rio Tinto situation and forecast that it may be a year before finality is reached and Rio succumbs to BHP’s proposals. Meantime, China and India will make their moves in minerals, too.

They look at Mitsubishi Australia’s factory closure and what it means for the nation’s auto industry, they examine the economy and where Telstra and the new Rudd Government may be going towards a better approach to telecommunications.

 
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Take Two: Australian Business Review: 1 of 2008

January 28th, 2008

Leon Gettler is back, chatting with Garry Barker about Lachlan Murdoch and James Packer joining forces to privatise Consolidated Media Holdings, and he looks at the share market, interest rates and where we might be going in these turbulent times.

 
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Take Two: Australian Business Review: 23

January 6th, 2008

Leon Gettler reviews the BHP/Rio Tinto arm wrestling match and says it has a long way yet to run. We look at Telstra, the banking business and the outlook for 2008 — rocky,  but plenty of opportunities, too.

 
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