Devon Funds Head of Retail Greg Smith talks to ZB’s Mike Hosking about what has sparked a $1 billion fall in the value of Spark New Zealand. He also discusses some brighter news on the dairy front with Fonterra upgrading its earnings and farmgate milk forecasts. Across the Tasman, he looks at what a big takeover offer might mean for the Aussie online property advertising market.

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Devon Funds Head of Retail Greg Smith talks to ZB’s Mike Hosking about the surge in Airbnb’s share price and what it says about the US experiences market. He also outlines why Hermès is doing so well compared to other luxury goods peers. Back home he discusses why kiwi food prices are still on a tear.

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Devon Funds Head of Retail Greg Smith talks to ZB’s Mike Hosking about the latest US job numbers which painted a mixed picture for the world’s largest economy. He also discusses why investors were disappointed with Amazon’s results announcement despite an earning beat. He also highlights some interesting financial facts about the Super Bowl, and why superstitious investors might be hoping for a Kansas City win.

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Devon Funds Head of Retail Greg Smith talks to ZB’s Ryan Bridge about the implications and drivers of falling net migration levels in NZ, with the “brain drain” accelerating according to the latest figures. He also discusses the contrasting fortunes of two massive European sportswear giants, along with two of the largest airlines in the US.

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Devon Funds Head of Retail Greg Smith talks to ZB’s Ryan Bridge about the long-awaited quarterly CPI print in NZ and why this cements the case for 0.75% rate reduction at the next RBNZ meeting. He also discusses the standout result from streaming giant Netflix which now has over 300 million paid subscribers.

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Devon Funds Head of Retail Greg Smith talks to ZB’s Ryan Bridge about the positive market reaction to Donald Trump’s first set of executive orders along with a strong earnings report from a big industrial bellwether. Back home he discusses whether a lift in NZ retail card spending in December is just a blip or something more enduring.

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Devon Funds Head of Retail Greg Smith talks to ZB’s Ryan Bridge about the reaction to Donald Trump’s inauguration, along with some of his planned executive orders. He also outlines why Devon expects 2025 to be a big year for M&A, with plenty of chat here already, including speculation of a tie up between two mining giants, and at the other end of the scale a proposed buyout for a kiwi hotel chain.

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Devon Funds Head of Retail Greg Smith talks to ZB’s Ryan Bridge about whether there are any positives takeaways from the latest print on the kiwi manufacturing sector which has been in contraction for 22 consecutive months. He also discusses why US markets are embracing the return of Donald Trump and why one of the incoming President’s first decisions could be highly relevant to a widely used social media app.

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Devon Funds Head of Retail Greg Smith talks to ZB’s Heather du Plessis-Allan about what the RBNZ should do given the latest GDP figures which show the NZ economy is in the deepest recession in over 30 years. He contrasts NZ’s plight with the situation in the US where the economy is growing strongly, and the Fed have flagged a smaller number of rate cuts next year.

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Devon Funds Head of Retail Greg Smith talks to ZB’s Heather du Plessis-Allan about the latest prints on kiwi consumer confidence and the current account, which have improved on both fronts. He also discusses the drivers of a potentially huge merger in the auto sector.

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