ANALYSIS: Capitalist economies tend to thrive when businesses can safely assume that governments will treat them fairly and consistently and that changes in regulations and taxes will be driven by broad policy objectives rather than erratic favouritism.
ANALYSIS: Key swing factor for NZ’s net migration outcome is relative strength between New Zealand and Australian labour markets.
ANALYSIS: Market sell-off has created opportunities in companies not seen for a long time.
ANALYSIS: Extent to which profitability of some US companies gets hit by strength of the USD is surprising.
ANALYSIS: Some issues with orthodox ‘balanced’ investment strategies and some suggestions on mitigating them.
ANALYSIS: But employment not house prices a key indicator of problems.
ANALYSIS: Companies should be aware of the signals they send with dividend notices.
ANALYSIS: Geopolitical tensions have led companies to start talking about the importance of ‘just-in-case’ rather than ‘just-in-time’ supply chains.
ANALYSIS: What investors can look at to understand risks of a picture of profitability painted by a company’s accounts.
ANALYSIS: Information is powerful but too much noise can seriously impair investment decisions.
