ANALYSIS: It is reasonable to assume that American companies will spend more than US$1 trillion on AI infrastructure over the next five years.
ANALYSIS: What the sharemarket has factored in or not.
ANALYSIS: It will require careful balance of ambition and environmental stewardship to ensure the digital future is bright and sustainable.
ANALYSIS: It seems that even mega-cap tech growth stocks have a habit of changing their (valuation) spots over time.
ANALYSIS: CEOs of NZX50 companies have itchy feet – is this an omen for future shareholder returns?
ANALYSIS: What Nvidia and coin-tossing gods teach us about financial markets.
ANALYSIS: When JPMorgan Chase & Co moves into bailout mode, consider becoming a buyer too.
ANALYSIS: Japan is finding favour in a world where others, such as China and Europe, are facing more grave challenges.
ANALYSIS: The theory and practice of currency hedging.
ANALYSIS: In ice hockey parlance, instead of waiting to see where the puck’s got to, skating to where it is going would enable the RBNZ to get ahead of potentially bigger economic issues down the line.
