Construction
The SGH boss is tilting his construction and energy assets to capitalise on the AI arms race, while hunting an alternative M&A splash as the chances of a BlueScope deal fade.
The housing industry wants more skilled migrants to ease a 141,000-worker construction shortage. But the red-hot politics of immigration stands in the way.
Fletcher's management has won praise for moving quickly to seal the $273 million sale to Paris-listed Vinci, but investors say tougher tests still lie ahead.
Norges Bank, which manages the world's largest sovereign wealth fund, is opposing the election of five James Hardie directors and voting against its remuneration report.
