Analysis

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Margin Call

Software’s AI reckoning: The case for selectivity

ANALYSIS: The market has treated deeply entrenched incumbents in much the same way as commodity platforms with shallow customer relationships. That is where the opportunity lies.

Nicholas Simmons Tue, 24 Mar 2026

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China’s growth cooled late 2025; what NZ investors can expect

Te Ao Māori

Carbon price volatility hits Treaty forests

A carbon market jolted by policy changes is wiping value from Treaty settlement forests and forcing iwi to ask whether the Crown is undermining assets meant for future generations.

Mike McRoberts Thu, 12 Feb 2026

Edwards on Politics

Real change needed for lobbying and campaign finance rules

ANALYSIS: If changes are not made, public disenchantment is likely to get worse.

Brent Edwards Thu, 12 Feb 2026

Underarm

How data centres and overseas holidays fuelled an RBA rate hike

ANALYSIS: Australia’s Reserve Bank responded to higher inflation with an interest rate rise, but there is an argument that the inflation spike was distorted and the RBA response premature.

Lachlan Colquhoun Wed, 11 Feb 2026

Margin Call

FPH and CSL: A tale of two healthcare heavyweights

ANALYSIS: While FPH’s premium may prove justified, CSL’s discount increasingly embeds a pessimism that may already account for more than the business ultimately delivers.

Jonty Nattrass Tue, 10 Feb 2026

Shoeshine

Is New Zealand yet a place ‘where talent wants to live’?

ANALYSIS: Why a simple road trip could help shift New Zealand from ingenuity to innovation.

Fiona Rotherham Mon, 09 Feb 2026

Book Review

Behind the scenes at the Magic Kingdom

Bob Iger tells how he ran the Walt Disney Company.

Nevil Gibson Sun, 08 Feb 2026

Executive Health

‘I’ll start on Monday’ – yeah, right

Many leaders set goals that are too lofty and unrealistic.

Peter Bristow Sun, 08 Feb 2026

On the Money

The opportunity cost of saving for retirement

ANALYSIS: Part two of a series examining how much you need to save for retirement.

Brent Sheather Sun, 08 Feb 2026

Beehive Banter

Waitangi, Labour Party, unemployment, insurance and rare minerals

ANALYSIS: Inflation, interest rates, and now unemployment, are all up – three things no government wants in an election year.

Brent Edwards Sat, 07 Feb 2026

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