Stock Takes

It's time for another wrap of the markets - August saw many New Zealand companies report their earnings, with interesting insights into the state of the economy, while overseas, there is one thing that has investors and analysts interested and that is Ozempic!

For this last episode of the season, Madison is joined by Fisher Funds Senior Portfolio Manager Sam Dickie to analyse the global markets. 

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The election campaign is well and truly underway now, and the economy is set to be the talking point thanks to the cost of living crisis and ongoing inflation. 

Things heated up this week after Finance Minister Grant Robertson announced four billion dollars in savings for the next four year forecast period. That’s doubling the savings found ahead of this years Budget, and shows just what a tight squeeze we’re in at the moment - and it sets some tricky landmines for other parties, with National's tax policy due this week.  

To give us insight into the state of the economy and how that plays into the election, Madison is joined by New Zealand Herald Wellington business editor Jenee Tibshraeny and Westpac senior economist Satish Ranchhod.

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She may be working out of San Francisco, but Xero's new CEO Sukhinder Singh Cassidy is looking forward to the challenges and opportunities presented by the company she's been leading since November.

She joined Madison on this month's spotlight to discuss what the future holds for the company, the role AI will play, and reducing the company's workforce. 

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Reporting season is underway for a number of New Zealand's biggest businesses. After years of profits impacted by Covid, will we start to see some big profits and dividends? And as people struggle with the cost of living though, will there be some hesitancy from the big companies in celebrating their gains?

This week, Damien is joined by NZ Herald business editor Tamsyn Parker to discuss the latest reporting season. 

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On this week's episode, Madison is talking to the founder of EasyCrypto, Janine Grainer, after a spike in demand for crypto assets, and how this is coming at a time when talks of regulation is ramping up across the industry - and followers have their eyes set on the next Bitcoin halving. 

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A number of reports released over the last week have cast a light on the state of our economy as the country continues to battle inflation and cost of living. To discuss the various data and what it means for Kiwis, Damien is joined by ANZ economist Henry Russell.  

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On this month's market wrap, Madison is joined by Fisher Funds senior portfolio manager Sam Dickie to discuss the US reporting season and if the country is avoiding a recession based on the current financial reports. They also look at the state of the tech and media sector after an eventful month in those spaces. 

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The aviation sector is taking off again as tourists continue to catch up on revenge travel after years of being stuck at home.   

With that uptick in demand, we have however seen a sharp rise in pricing – which is great for airlines, but frustrating for consumers desperate to tick a few things off the bucket list.  
 
This week, Damien talks to NZ Herald aviation editor Grant Bradley about his exclusive interview with industry legend and president of Emirates Sir Tim Clark about where the travel sector is headed and if we can ever expect those sky-high prices to come down again - and you can hear from Sir Tim himself!

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Blackpearl Group is one of the most recent companies to have listed on the NZX. For this month's Business Spotlight, Madison is talking to their CEO, Nick Lisette, on what their company does, how they are performing so far, and if they are the next Xero. 

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This month the Reserve Bank will make another decision on the Official Cash Rate and this one could look very different.  The wholesale rate is currently sitting at 5.5 per cent after a small increase in may. But the Governor has told us to expect no increase next time.  

New Zealand is officially in a recession so does that mean the Reserve Bank’s work is done?  

To discuss this, Madison is joined by ASB chief economist Nick Tuffley. 

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