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: Further bond yield rises could affect value of growth companies.
ANALYSIS: Motivation matters for performance - as Team NZ may find out when they defend the Cup in Spain.
ANALYSIS: Structural growth of new-energy materials present unique implications for long-term investors.
ANALYSIS: History suggests the price weakness will have knock-on effects for dwelling consents and property developers.
ANALYSIS: Investors should take a long-term view and stay the course.
ANALYSIS: Some telco valuations are based on an unduly gloomy view of their prospects.
ANALYSIS: Tanks and banks are both rapidly moving.
ANALYSIS: Moving into actual tight monetary conditions may not be needed.
ANALYSIS: Sharemarket volatility is reflective of uncertainty, but also provides patient investors with opportunity.