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

Margin Call

SaaSacre – buying opportunity or great value destroyer?

Margin Call

Where to hide from the AI storm

Margin Call

Pricing for growth or maximising profit?

Margin Call

SaaS: Architecture of impermanence – end of easy-growth era

Margin Call

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

Hunter’s Corner

Investors see Santana consent as a slam dunk – it’s not

ANALYSIS: Shares in the listed gold company reflect a bullish view, despite a wobble this week.

Tim Hunter Fri, 30 Jan 2026

Te Ao Māori

Shane Jones’ regional spend takes shape

With most of the $1.2 billion Regional Infrastructure Fund now committed, the focus is shifting from allocation to what regions are actually getting in resilience, confidence, and working infrastructure.

Mike McRoberts Fri, 30 Jan 2026

Edwards on Politics

Lessons Nicola Willis might learn from the 2023 Budget

ANALYSIS: Governments face problems trying to save money for a rainy day, when rainy days come so often.

Brent Edwards Thu, 29 Jan 2026

Underarm

Aussie coalition turmoil feeds the rise of the far right

ANALYSIS: Rallies for Australia Day at the weekend highlighted the polarisation that is giving hope to far-right leader Pauline Hanson, who is capitalising from the implosion of the longstanding centre-right Coalition.

Lachlan Colquhoun Wed, 28 Jan 2026

Shoeshine

Whimp warns of pending punch-up with FMA over company collapse

ANALYSIS: Bernard Whimp has history exploiting unsophisticated investors so what, if anything, makes Chance Voight different?

Will Mace Tue, 27 Jan 2026

Margin Call

What is the downside risk for US equities?

ANALYSIS: It’s important investors making decisions about allocating funds to US or global equities, and fund managers managing portfolios of global equities, do so with an awareness of the downside risks.