ANALYSIS: As we head into 2025, here are some of the themes we believe will dominate the Australasian investment markets.
ANALYSIS: A closer look at what this means, in particular with regard to recent SkyCity provision and impairment announcement.
ANALYSIS: ... pointing to a structural Chinese slowdown?
ANALYSIS: For the first time Rio/NZAS do not hold all of the negotiating cards.
ANALYSIS: Ultimately, the value of an investment in shares is linked to the ability of the underlying companies to distribute cash to shareholders.
ANALYSIS: Let’s be objective.
ANALYSIS: If the announced government review is successful, a change could help all parties by incentivising gross reductions.
ANALYSIS: Investors should gradually gain confidence in most assets, as pessimism in outlook for economy gives way to understanding that highly restrictive monetary policy has done its job.
ANALYSIS: What Pacific Edge and SkyCity teach us about managing regulatory risk.
ANALYSIS: If the ‘cycle’ is indeed starting to turn for the better, institutional and retail investors alike will be inundated with new investment opportunities.
