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Margin Call

Pricing for growth or maximising profit?
Margin Call
8

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

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
Margin Call
8

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

ANALYSIS: Keeping a watching brief on the Chinese economy is prudent.

Øyvinn Rimer Tue, 17 Feb 2026
Margin Call

FPH and CSL: A tale of two healthcare heavyweights

ANALYSIS: While FPH’s premium may prove justified, CSL’s discount increasingly embeds a pessimism that may already account for more than the business ultimately delivers.

Jonty Nattrass Tue, 10 Feb 2026
Margin Call

Rio Tinto-Glencore: Will this time be different?

ANALYSIS: Consolidation likely continues as a key theme for miners, but will shareholders benefit?

Robbie Urquhart Tue, 03 Feb 2026
Margin Call
2

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.

Nicholas Bagnall Tue, 27 Jan 2026
Margin Call
3

Investment, infrastructure, inference, big money players

ANALYSIS: Summing up the direction of AI in 2026.

Tim Chesterfield Tue, 20 Jan 2026
Margin Call
9

A ponder on solar

ANALYSIS: Solar disruption is moving from niche adoption to a central role in New Zealand’s energy landscape.

Andrew Bascand Tue, 13 Jan 2026
Margin Call

The hunt for yield: managing expectations

ANALYSIS: Regarding recently heard comments around fixed-rate bond investments versus floating-rate bond investments.

Liam Donnelly Tue, 16 Dec 2025
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Tech & Innovation
1

Arria NLG launches ‘aggressive’ capital raise
Toil & Trouble

Law doesn’t save lives, people do: health and safety lawyer
Aviation News
1

Airlines may miss emission targets unless Saf production ramps up
Investment

Low risk from latest SkyCity lawsuit, say analysts
Margin Call

Where to hide from the AI storm
General Business

Hutt Valley aims to boost GDP by 35% by 2035
NBR Focus
9

Election 2026: Māori seats in the spotlight
Property
7

Simplicity’s build-to-rent portfolio goes past $1b

Property
6

Developer of $300m Seascape tower tipped into receivership
NBR Focus
4

Election 2026: The battle for Auckland
NBR Focus
3

Election 2026: Will voters care about the deficit?
Law
3

Kiwi investor scammed out of $1.7 million meant for Nyriad
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