Analysis

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Margin Call

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

ANALYSIS: SaaS has been particularly hard hit by the phenomenon now known as ‘vibe coding’.

Tim Chesterfield Tue, 24 Feb 2026

Margin Call

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

Margin Call

FPH and CSL: A tale of two healthcare heavyweights

Margin Call

Rio Tinto-Glencore: Will this time be different?

Margin Call

What is the downside risk for US equities?

Margin Call

Investment, infrastructure, inference, big money players

Shoeshine

Market plays catchup on private credit valuations

ANALYSIS: Private credit and investment in private assets has boomed, leaving regulators and benchmarkers playing catchup as they try and make the market more transparent.

Lachlan Colquhoun Mon, 02 Feb 2026

Economy Matters

Has the NZ economy actually turned a corner?

ANALYSIS: The signs are encouraging but we are not out of the woods yet.

Christoph Schumacher Mon, 02 Feb 2026

Book Review

Uzbekistan’s Silk Road is paved with gold

British journalist tests former Soviet socialist republic’s ‘experiment’ with freedom.

Nevil Gibson Sun, 01 Feb 2026

Guest Analysis

Why geopolitics is changing the investment landscape

ANALYSIS: For investors, the challenge is less about predicting the next geopolitical flashpoint and more about building portfolios that can adapt.

Bevan Graham Sun, 01 Feb 2026

Beehive Banter

Trump, polls, the NZ-India FTA, Board of Peace, goodbye Judith

ANALYSIS: New Zealand First has started the year with historically high numbers in public opinion polls.

Brent Edwards Sat, 31 Jan 2026

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

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Analysis

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Analysis

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

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

FPH and CSL: A tale of two healthcare heavyweights

Rio Tinto-Glencore: Will this time be different?

What is the downside risk for US equities?

Investment, infrastructure, inference, big money players

Market plays catchup on private credit valuations

Has the NZ economy actually turned a corner?

Uzbekistan’s Silk Road is paved with gold

Why geopolitics is changing the investment landscape

Trump, polls, the NZ-India FTA, Board of Peace, goodbye Judith

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

Shane Jones’ regional spend takes shape

Lessons Nicola Willis might learn from the 2023 Budget

Aussie coalition turmoil feeds the rise of the far right

Manuka Doctor owner named in domestic abuse claims

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

Podcast #92: Hotelier Gavin Faull

Has firing a bad employee just got easier?

LNG ‘a pathway to extend life’ of Huntly Unit 5

PFI to spend $150m on ‘speculative’ Spedding

Chris Hipkins says NZ deserves a government with ambition

Smart energy could save $3b, why aren’t we doing it?

Work stopped on lowering tax barriers for migrant investors

Wealthy family man’s name suppression appeal pushed out to June

EA won’t say whether plan to build an LNG facility is a good one

Government dials back Auckland housing capacity by 20%