S&P Global says China’s dairy boom is fading, with rating implications for Fonterra
Sales at the top three dairy companies have dropped by 9-13% in the first half of 2024. Source: NZ Herald Business News
Snowball opens up access to private equity, alternative funds
Investment platform Snowball is offering access to private equity funds. Source: NZ Herald Business News
Acquisitions still on the cards for a2 Milk, even after dividends
Acquisitions are still on a2 Milk's radar screen, despite the company's dividend plans. Source: NZ Herald Business News
Pressure goes on Fonterra’s milk price forecast after strong auction
'We could end up with an extra $4b added to incomes.' Source: NZ Herald Business News
Why a2 is out of favour, and a role reversal for Fonterra – Stock Takes
Private equity is seen as a likely buyer for Fonterra's consumer business. Source: NZ Herald Business News
BNZ says a milk price close to $10/kg is possible this season
BNZ says factors are building towards a $10/kg milkprice from Fonterra. Source: NZ Herald Business News
ANZ’s Antonia Watson sees ‘green shoots’ as low interest rates kick in
Antonia Watson is cautiously optimistic about the New Zealand economy. Source: NZ Herald Business News
‘Wait and see’: The market fallout from US election – Stock Takes
Sharemarket investors are waiting to see how a new US trade policy will play out. Source: NZ Herald Business News
NZ swap rates rise, Kiwi dollar falls as markets factor in likely Donald Trump win
New Zealand wholesale interest rates rose, while the NZ dollar fell on US election day. Source: NZ Herald Business News
The ‘Trump trade’ and strong US dollar weigh on Kiwi as election looms
The kiwi has dropped by about 6% over the past month, driven by a strong US dollar. Source: NZ Herald Business News