ANALYSIS: As we head into 2025, here are some of the themes we believe will dominate the Australasian investment markets.
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.
ANALYSIS: It is likely almost every highly priced growth stock (future-winners and future-duds alike) will fall together in the event of a significant market sell-off.
ANALYSIS: The extraordinarily super Super Micro Computer.
ANALYSIS: It will take time for lower rates to provide relief and households will face headwinds for a while yet.
ANALYSIS: It has arguably been one of the most eventful reporting seasons in a while, largely due to a weak economic backdrop.
ANALYSIS: Director independence is a contentious assessment at times but is a vital consideration of any company.
ANALYSIS: Suggestion that markets inflated by home bias potentially have greater downside if markets do suffer a serious crash.
ANALYSIS: This article looks at some possible kind surprises for 2024 – yes, wishful thinking.
ANALYSIS: These numbers suggest that banks are not over-earning relative to capital employed.
