Global Indexes Approaching Major Resistance
Broad global indexes are bumping up against logical downtrend resistance. As a result, our outlook remains cautious and our baseline expectation...
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Global Equity Strategy: Bouncing off Lows, China Perking Up
Concerns over perceived U.S. central bank policy missteps have been somewhat alleviated following dovish takeaways from Fed Chair Powell’s comments...
548 Views
Telstra Faces Significant Structural Changes over the Next Three Years, but a Recovery Also Beckons
Telstra faces three significant structural changes (two positive and one negative) over the next three years which offer it the opportunity to...
429 Views
Global Equity Strategy: Opportunities in Japan and India
Our outlook for ex-U.S. markets (MSCI ACWI ex-U.S. index, local currency) remains neutral - bordering on cautious. Our concern stems from the...
465 Views
Spark Accelerates Its "Quantum Performance Improvement Program" Bringing Forward Costs and Benefits
When we last wrote about Spark New Zealand Ltd (SPK NZ), Ian Martin highlighted the possibility of accelerating the costs of its "Agile" program...
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