Pavan Sharma

1

Recent data from Meat & Livestock Australia shows beef sales to China surged six-fold in three years to a record AU$917 million in 2015 and highlights our “dining boom” investment theme. One of our key agricultural portfolio holdings is Elders (ELD.AX) wh

Over the last few days both the Australian dollar and NZ dollar have made significant gains against the US dollar, up to US$0.72 and US$0.67 as the US dollar has fallen across the board.

Jan

The Reserve Bank of Australia (RBA) makes its first interest rate decision of the year, and we believe the RBA will keep the cash rate at 2.00%. It appears that interest rate cuts from the RBA are finally starting to take effect on the wider economy. This

While investor sentiment appears to remain fragile, it seems as though the worst of the market sell-off may now be behind us. Oil has bounced off recent lows, however it still trades at US$33 a barrel, well down from its 2014 peak of U$115 and in today’s

Fonterra cut its forecast milk pay-out to NZ farmers yesterday and M2 Group (MTU.AX) shares continued to rally as shareholders voted in favour of its proposed merger.

This morning the RBNZ left interest rates on hold, however Governor Wheeler was more downbeat than at last year’s meeting. This saw the NZ dollar fall across the board and is currently trading at $0.64 against the US dollar.

This week sees the first meeting of the year for both the US Federal Reserve (Fed) and the Reserve Bank of New Zealand. Neither central bank is expected to alter its policy rate, but we do expect both to era on the side of caution given the negative senti