Daily FNArena News - FYI

Weekly musings from your editor.

Merrill Lynch Investment Management joins the throng in expecting more to come from this correction, but only within an ongoing bull market.

FPA’s latest result contained few surprises. Brokers seem pleased however, were it not that their targets indicate there’s little upside from the current share price.

The public debate about Telecom NZ’s future is raging on. Maybe investors have been a little too negative on the new regulatory regime, but does that make the shares a Buy?

Share markets should be higher in six to twelve months from now. But first come uncertainty, volatility and slower economic growth.

Higher priced oil will keep interest rates high in New Zealand, Commonwealth Bank predicts, this is not positive for the Kiwi economy.

Kiwi insurer Tower has posted a first half result that took everyone by surprise. Should it be re-rated?

Risk appetite has tipped over in March after a five year run up, suggesting the great five year run on risky assets is over.

Prices of shares and commodities fell sharply because investors ran for the exit doors. Global appetite for risk has plummeted from twenty year highs. It will take time to see it recover.

Weekly musings from your editor.