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.
ANALYSIS: There are renewed calls for the Government to sell its 51% stake in our national carrier. But what about splitting the domestic and international operations?
ANALYSIS: The idea of AI is now so powerful a blog post about its hypothetical effects moved markets this week. The risks may lie in a different direction.
ANALYSIS: This year’s election campaign might get ugly.
ANALYSIS: With productivity in the doldrums and public debt rising, some are predicting that 2026 is at good as it gets for the Australian economy.
ANALYSIS: SaaS has been particularly hard hit by the phenomenon now known as ‘vibe coding’.
ANALYSIS: Our capital constrained economy needs M&A settings that foster investment, not strangle it.
Ron Brierley’s recollections are strictly business.
ANALYSIS: Interest rates may be on the verge of going back up as voters go to the polls.
ANALYSIS: ‘We are seeing a recovery, but we are at the early stages,’ new RBNZ Governor Anna Breman said this week.