Nestle selling €5bn water division; Rothschild to run the sale
Nestlé SA is moving ahead with plans to sell a stake in its €5 billion ($5.8 billion) water division, which includes well‑known brands such as Perrier and…
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Further Analysis & Commentary
OpenAI Code Red: Banks, Big Tech and the Fight for Australia’s AI Future
OpenAI's Australian launch should have been a victory lap. Instead, Sam Altman called a "code red," warning staff that the…
Paramount Goes Hostile: Inside the Bidding War for Warner Bros
Paramount’s hostile push to acquire Warner Bros has turned an already complex media merger cycle into a genuine fight for…
RBA Rate Expectations Swing, but Bond Investors Say the Market Has Overshot
As the Reserve Bank of Australia heads into its final meeting of 2025, the market has swung violently in its…
Streaming Giant to Studio Titan, The Netflix Warner Bros Acquisition Explained
Netflix’s agreed acquisition of Warner Bros’ studios and streaming division marks the most important media deal since Disney absorbed Fox.…
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Monthly Investor Memo
September 2025