ANALYSIS: Keeping a watching brief on the Chinese economy is prudent.
ANALYSIS: The numbers tell a story of resilience, generally strong provisions and capital, and low loan impairments.
With housing affordability back to mid-2010s levels, monetary policy likely to ease further, and operator discipline improving, the sector offers clean leverage to a housing recovery.
ANALYSIS: A handful of NZX-listed companies are finally rotating their auditors, but progress remains sluggish.
ANALYSIS: A look at some of the various approaches investors can take to reduce their losses when an (inevitable) crash does occur.
ANALYSIS: More than ever, vying for a slice of AI-related investment means being invited to the head table.
ANALYSIS: Is AI a structural foundation for long-term returns, or simply the accessory currently drawing all the attention?
ANALYSIS: Why monthly CPI reporting will strengthen economic policy in New Zealand.
ANALYSIS: When rulers become handmaidens, we hope the economic grey rhino doesn’t turn on us.
ANALYSIS: Many actively managed global equity funds have produced appalling returns, but passive funds have hardly been a ‘get out of jail free’ card.
