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

NBR Focus

Election 2026: Māori seats in the spotlight

A fractured Waitangi, a looming court ruling, a Labour reset, and a referendum threat have thrust the Māori electorates back to the centre of election year politics.

Mike McRoberts Thu, 05 Mar 2026

Underarm

Iconic products undermined by shorter corporate cycle

ANALYSIS: Many Kiwi backyards feature a Hills Hoist, invented in Australia but now manufactured in China by a US company. How did we get here?

Lachlan Colquhoun Wed, 04 Mar 2026

Guest Analysis

What the Iran conflict means for New Zealand

ANALYSIS: Former head of the GCSB gives his take on US and Israel’s attack on Iran.

Ian Fletcher Tue, 03 Mar 2026

Margin Call

Pricing for growth or maximising profit?

ANALYSIS: It’s important to consider whether current profits are being boosted at expense of future growth or company is reducing current profitability for a healthier long-term outlook.

Nicholas Bagnall Tue, 03 Mar 2026

Shoeshine

Is the ‘SaaSpocalypse’ an extinction event for tech vendors?

ANALYSIS: About US$1 trillion was wiped off the value of technology companies offering software as a service in February. Is this a market over-reaction or a fundamental change in the business model?

Lachlan Colquhoun Mon, 02 Mar 2026

Economy Matters

OCR adjustment won’t repair structural inflation problem

ANALYSIS: Today’s inflation persistence is not a mystery, it is the predictable consequence of an economy that has struggled to expand its productive capacity.