James Thomson

James Thomson, Chanticleer columnist for The Australian Financial Review, dives into the turbulent impact of Trump's trade war on global markets. He discusses Australia’s precarious economic position and the heightened risks for investors heavily reliant on US equities. The podcast explores the chaos following new tariffs, the looming recession risks, and how the Reserve Bank of Australia is grappling with interest rates. Thomson highlights the clear winners and losers from the trade turmoil as shifting practices reshape the economic landscape.

James Thomson, a knowledgeable Chanticleer columnist for the Australian Financial Review, is joined by Joyce Moullakis, an Associate Editor covering corporate deals. They dive into the controversial $14 billion acquisition by James Hardie that occurred without shareholder voting rights. The discussion highlights investor backlash and the implications for corporate governance. They emphasize the need for transparency and shareholder participation, as major fund managers push back against the perceived disenfranchisement and call for rule revisions in the ASX.