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: A closer look into ongoing, significant underperformance of Australian smaller market capitalisation companies.
ANALYSIS: Key shifts needed to counter strong bearish sentiment.
ANALYSIS: The fact NZ banks aren’t taking on more risk than those in other countries, but generate far higher returns, is intriguing.
ANALYSIS: Stopping the bleed of NZX takeovers, shifts and delistings.
ANALYSIS: You might like to guess whether or not ChatGPT wrote this article.
ANALYSIS: Exploring one of the behavioural biases that creates opportunity for value investors.
ANALYSIS: End of tightening cycle may be in sight – but it will take time for inflation to return to target.
ANALYSIS: We can use currency hedging as a way to mitigate the risk associated with the currency exposure.
ANALYSIS: It is important to follow the politics of the countries you invest in.
