News

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26 September 2018 -

Markets Await Fed, Oil at $80 | Nike

Global markets were mixed overnight as a boost from the energy sector helped offset losses in chipmakers and rate-sensitive shares ahead of an expected Federal Reserve interest rate hike.

25 September 2018 -

Tourism Boom – Sydney Airport | Tegel Offer Approved

One of our key medium-term investment themes is that a tourism boom across Australia and NZ will be a multi-year tailwind for tourism facing businesses, and solid NZ tourism data released last week reinforces our view.

24 September 2018 -

Chinese Stocks at 4-year Lows | Who Loses from a Trade War

We believe China has the most to lose from an all-out trade war, and to date the Chinese market has been hit hard. Many markets are at all-time highs such as the US and NZ markets, with the Australian market at a decade high, while the Chinese market is

21 September 2018 -

Tegel Podcast | Market Rally, NZ GDP

Global markets rallied overnight with the US stock markets hitting new record highs as investor concerns over US-China trade spat cleared away and focus shifted to the strength of the economy.

20 September 2018 -

Gold Price Fades | Costa Group Jumps, Synlait

Base metal prices lifted across board yesterday on the back of more positive trade sentiment as China remained muted in its immediate response to the latest round of tariffs. That lifted sentiment for the local ASX miners, who led the Australian market. T

19 September 2018 -

Tariff Hit “Better” than Expected | Kathmandu

Global markets were higher overnight as Wall Street bounced back, as investors shrugged off escalating trade rhetoric between the United States and China.

18 September 2018 -

Royal Commission into Aged Care | Metlifecare

Australian Prime Minister Scott Morrison has said there will be a royal commission into the aged care sector sent which listed aged care stocks diving.

17 September 2018 -

Week Ahead – Trade | Auckland Airport

Global markets were little changed on Friday, as shares on Wall Street were mixed after reports US President Donald Trump has called for fresh tariffs on Chinese products.      

14 September 2018 -

Asian Stocks Rebound | Myer Jumps +37%

Stocks across Asia rebounded on reports US Treasury Secretary Steven Mnuchin extended an olive branch to his counterparts in China, inviting them to ministerial level trade talks.