ANALYSIS: Venturing into the belly of the beast to experience the fervour around AI-driven capability and commerce.
ANALYSIS: With some local fund managers looking to allocate more capital to private assets, it’s only right that they tell us how much skin their portfolio managers have in the game.
Junk bonds, private equity, leveraged buyouts, and bankruptcy protection were used in the 1920s.
ANALYSIS: Councils have been told to sort themselves out or the Government will.
ANALYSIS: These projections are not designed to alarm, but are the arithmetic of a system running out of road.
ANALYSIS: The software company has dented investor confidence with a profit warning and poor communication, but it has the chops to recover.
ANALYSIS: Stobo report reveals police complaint, accusations of stalking, harassment, intimidation and coercive behaviour, and the existence of another independent investigation.
ANALYSIS: An opportunity was missed as NZ and Australia did separate deals with Singapore on access to essential supplies.
ANALYSIS: With the Aukus programme lagging behind, Australia has no realistic delivery date for the first of its new nuclear submarines. Defence hawks say this puts the nation at risk.
ANALYSIS: The question for investors is whether demand for AI compute is genuinely durable enough to keep the cycle tight for longer than prior analogues suggest.