Spark NZ on Track to Meet Long Term Goals but near Top of Trading Range. Now at Neutral.
We have revised our forecasts for Spark New Zealand (SPK NZ) following recent accounting changes. Ian Martin believes Spark is on track to achieve...
616 Views
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...
849 Views
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...
684 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...
514 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...
593 Views