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    The Spectators

    STEPHEN BARTHOLOMEUSZ

    China recovery breathes life into Alcoa

    The change in tone in Alcoa's latest earnings report, as well as the recent boost in iron ore prices, reinforces the general shift to a more positive outlook on China.
    12:57 PM

    STEPHEN GRENVILLE

    Why forecasting has broken down

    Predictions about the global recovery have been proven woefully incorrect due to misunderstandings of both fiscal policy and the power of expansionary monetary policy.
    3:28 PM

    MICHAEL STOTHARD, FINANCIAL TIMES

    Europe's attack of the zombie companies

    Europe's weak recovery can partly be blamed on the rise of barely-alive companies that are propped up by a region more focused on protecting jobs than boosting efficiency.
    2:13 PM

    DANIEL PALMER

    CLIMATE SPECTATOR: Reading renewables stocks

    Despite a surge in renewables investment, the past five years have been tough for shareholders in clean energy companies. But there are also reasons for optimism.
    11:11 AM


    ROBERT GOTTLIEBSEN

    Painful extraction from an energy morass

    With even modest policy skills Australia could have enjoyed the energy benefits the US is preparing for. Instead, just about everything we've done has been wrong – and the inevitable clean-up will be monumental.
    7:42 AM

    JOHN LEE

    Kerry's mandate for a cyber-China crackdown

    There are growing claims that China is, via cyber-espionage, building its economy on the private sector secrets of America. The issue looks set to lead Secretary John Kerry's priorities in his new role.
    6:58 AM

    BEN SHEPHERD

    Scoring Fairfax's digital gymnastics

    Fairfax has its work cut out to repeat the digital success of Trade Me, while the Netus buy seems to duplicate existing internal strengths.
    8:53 AM


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