by Warren Head | Jun 3, 2023 | Featured, Market Commentary
3.6.23 // Warren Head /// If the American stockmarket is still any sort of weathervane for global markets, the stage is set for a positive start to next week’s short trading week, after a 3-day weekend allowing time to mull over the portfolio. Overnight the US...
by Warren Head | May 30, 2023 | Market Commentary
The 1 June 2023 issue of The Headliner has been posted online and can be accessed by subscribers via paywall password. This edition includes coverage of: Kingfish performance Fisher & Paykel Healthcare – demand normalising – where now? Gentrack back in black...
by Warren Head | May 27, 2023 | Economy, Featured, Global Share Markets, Market Commentary
Warren Head //.27.5.23 // The market overall is beginning to adjust to some critical changes showing up in recent annual results by NZX companies: earnings are normalising (back to the future) after the blow-outs of the peak pandemic years and margins are key....
by Warren Head | May 22, 2023 | Economy, Market Commentary
22.5.23 After an aggressive RBNZ tightening cycle, the New Zealand economy is likely to enter recession later this year, says Wellington-based Harbour Asset Management. Inflation, however, is unlikely to quickly return to the RBNZ’s 1-3% target range and involves...
by Warren Head | May 20, 2023 | Featured, Market Commentary
Ryman Healthcare produced a new strategy this week // Warren Head // 20.5.23 Budget week coincided with a period of relative torpor on the New Zealand sharemarket as investors awaited Finance Minister Robertson’s 6th Budget to see whether it would...
by Warren Head | May 18, 2023 | Economy, Market Commentary
18.5.23 The Australian Government produced a Federal Budget that apart from alleviating cost-of-living pressures for low-income Australians and welfare recipients also delivered a surprise surplus. “Aged care workers (received) a long-awaited pay rise, while the...
