Growth at All Costs? (Part 2)

Continued from Growth at ALL Costs (Part 1)… Increasing Interest Rates Meanwhile, in separate reports by western media, strong U.S. data, rising commodity prices, increasing wage pressures and aggressive monetary-tightening policies combined to push treasury yields to cycle-highs, and global bonds are sold down significantly. A chief economist puts it neatly: “Interest-rate risk hits all […]

Special People Special Company

Long-Term Winner Award Because of their relatively smallness in country and economy sizes, New Zealand as a country learnt early on to export most of its goods overseas to engage a global market. Today Aotearoa (New Zealand’s Maori name) is perhaps most well-known for the global export of Manuka honey, the Kiwifruit, Sauvignon Blanc and […]

And The Weather Shall Be

A self-proclaimed global market leader with a dominant market share in their specialty chemicals business. The founder is still with the business and is one of the largest shareholders. The business has been experiencing significant growth over the past 36 months helped by a long tailwind of industry policy. Participants in the capital market were swooned by […]

Quietly Growing

Lets look at a highly esteemed premium retailer run by an honest 2nd generation family owner which grew from their domestic base (where they are number one) to grow in a much larger neighbouring market (where they are also number one), and went on to grow in a third, much further and much larger market. […]