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Opinion

Analysis and argument from the InfoHandle newsroom—our take on the stories behind the headlines.

24 stories

Australian wheat silos beside a rural rail siding at dusk, golden stubble field in foreground, overcast sky, no people, no logos or readable text

Opinion: Wheat Export Quota Debate Belongs In Parliament, Not On TikTok

Grain policy fights belong in committee rooms with export data on the table—not in short viral clips that treat wheat quotas like a game show vote.

InfoHandle Editorial

Industrial smelter crucible and gantry indoors with workers in protective gear viewed from behind, sodium lighting, no logos or readable text

Opinion: Gallium Stockpiles Are No Substitute For Domestic Refining Spend

Buying gallium for a warehouse is easier than financing a refinery, but only processing capacity keeps export bans from becoming consumer price shocks.

InfoHandle Editorial

Reserve Bank of Australia building façade in Sydney with sandstone columns and an Australian flag on a pole, overcast midday light, no logos or readable text

Opinion: Harper's Plausible November Hike Lands After Published RBA Vote Splits

Former board member Ian Harper says a November increase is plausible—not likely—now that Australians can see how often governors disagree.

InfoHandle Editorial

Conference room table with printed financial documents and water glasses, chairs empty, window light from high-rise office, no logos or readable text

Opinion: Firmus Withdrawal Proves Super Funds Were Right to Sit Out the AI Listing Frenzy

UniSuper's public refusal to buy the Firmus float should be the template for every default super fund when headline AI valuations outrun audited cash flows.

InfoHandle Editorial

Australian kitchen with grocery bags and a mortgage statement on the bench, warm morning light, no logos or readable text

Opinion: October's Mortgage Repricing Arrives Before Inflation Relief Reaches Kitchens

The Reserve Bank asked households to accept higher borrowing costs to tame inflation, yet grocery and energy bills are still catching up while bank mortgage rates reset today—policy makers cannot assume pain is evenly timed.

InfoHandle Editorial

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