The SME Stream

The NZ share market has no direct exposure to the semiconductor sector which is benefiting from the global AI capex tidal wave. Shane Solly - Harbour Asset Management

See omnystudio.com/listener for privacy information.

Bad news sells — but it can also mislead investors.

Mary Holm explains why headlines exaggerate market moves, and what you should do instead: step away, zoom out, and stick to your plan.

For more places to follow Shared Lunch—check out http://linktr.ee/sharedlunch

Shared Lunch is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. It is not financial advice. Information provided is general only and current at the time it’s provided, and does not take into account your objectives, financial situation and needs. We do not provide recommendations and you should always read the disclosure documents available from the product issuer before making a financial decision. Our disclosure documents and terms and conditions—including a Target Market Determination and IDPS Guide for Sharesies Australian customers—can be found on our relevant Australian or NZ website.

Investing involves risk. You might lose the money you start with. If you require financial advice, you should consider speaking with a qualified financial advisor. Past performance is not a guarantee of future performance.

Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own.

See omnystudio.com/listener for privacy information.

Could unemployment hit 5.8% this year? PM Luxon takes CEOs to Singapore. K-beauty imports up 280% over 5 years. Garth Bray joins the show with the latest in business.

See omnystudio.com/listener for privacy information.

An energy expert says having Singapore's fuel won't do a great deal for supply or price. 

A signed agreement between the two countries will see Singapore provide us with refined fuel in return for New Zealand food exports during economic shocks. 

During Christopher Luxon's visit this week, the two countries also pledged to not impose export restrictions on each other. 

David Keat told Mike Hosking this won't do anything for price because the cost on the day we activate it will likely be high.  

He says in terms of availability, the refineries will deliver what they're contracted to supply under any circumstances, and if they can't, the Government can't change that. 

LISTEN ABOVE  

See omnystudio.com/listener for privacy information.

Donald Trump has floated the idea of the US guiding neutral ships out through the Strait of Hormuz, and it's made an impact on the oil markets.

The Brent oil price was little changed above $108 a barrel, after falling as much as 2.4 percent at the open - below last week's $118 high.

Harbour Asset Management expert Shane Solly explained further.

LISTEN ABOVE

See omnystudio.com/listener for privacy information.

Ryan Bridge has thoughts after hitting the shops over the weekend

See omnystudio.com/listener for privacy information.

All investment accounts are a bit touch and go at the moment. 

If you're checking your KiwiSaver more than a few times a year, the amount of movement could really start to get to your head. 

But for those close to or at retirement age, or about to withdraw for whatever reason - a volatile market can make all the difference. 

LISTEN ABOVE

See omnystudio.com/listener for privacy information.

It's one thing to talk about money, and and something else entirely to talk to it. But for Rachel Davies, that shift changed everything.

Rachel and her Hi Money co-founder Angela Meyer join Nadine to unpack the emotional side of money. From avoidance and binge spending to deeply held beliefs about luck, scarcity and security, they argue most of us don’t have a knowledge problem, we have a relationship problem.

They share the therapy-style exercise that reframed their thinking, why so many people still rely on “it’ll work out somehow”, and the hidden costs women face, from the wage gap to the pink tax.

See omnystudio.com/listener for privacy information.

ANZ is bracing itself for more variability - on the back of a lift in economic activity. 

The bank's posted a $1.2billion half year net profit - a 2% increase on the 6 months prior. 

It also saw a 2% rise in loans, and a 4% rise in deposits. 

But Chief Executive Antonia Watson says there's a lot of uncertainty ahead, with conflict in the Middle East tanking business and consumer confidence. 

She says some customers will be impacted more than others depending on fuel usage. 

Watson says we're already seeing some customers cutting back on discretionary spending due to prices at the pump, which isn't good for businesses like retail. 

LISTEN ABOVE

See omnystudio.com/listener for privacy information.

The fuel crisis is scuppering optimism in the retail sector. 

The latest quarterly Retail Radar Report shows rising confidence at the end of last year has turned into anxiety about the future. 

Retail NZ Chief Executive Carolyn Young told Ryan Bridge 66 percent of retailers don't expect to make their sales targets in the next quarter.  

She says 29 percent aren't certain they can survive the next year. 

See omnystudio.com/listener for privacy information.