New Zealand Insight: Engaging with NZ companies on ESG
01 November 2013
AMP Capital’s ESG Research team recently travelled to New Zealand for meetings with a number of listed companies to discuss the key environmental, social and governance (ESG) issues facing them. This New Zealand Insight focuses on two sectors of the market – energy utilities and retailers – and reports on the key themes from discussions with the companies in those sectors.
View New Zealand Insight: Engaging with NZ companies on ESG (PDF - 170 KB)
China-New Zealand progress and opportunities
15 October 2013
As China’s economic and political influence in the world grows, New Zealand is right to pay attention. China offers a range of opportunities for New Zealand, and the 2008 signing of the Free Trade Agreement (FTA) was a step in the right direction. As China’s economic growth begins to slow and coming up to the five year anniversary of the FTA, it is timely to look at the commercial linkages between our two countries and think about what lies ahead.
View China-New Zealand progress and opportunities (PDF - 253 KB)
New Zealand company earnings – starting to deliver
23 September 2013
The latest earnings season has been a reasonably solid one for New Zealand companies with the results generally living up to expectations. In this Insight we take a look at reported earnings and sales growth for the year and what this means for our positioning on New Zealand shares.
View New Zealand company earnings – starting to deliver (PDF - 221 KB)
China: From leadership transitions to economic transitions
12 August 2013
China is one of the most important economies in the world. But many doubts remain for this sometimes mysterious and less than transparent country. In the short term concerns about excesses in the shadow financial system, local government finances and persistent bets on an economic slowdown have kept market sentiment relatively negative. Even on the longer term themes some worry whether China can keep on growing and avoid the middle income trap. However, in our view, the fundamentals remain intact and with the arrival of a new set of leaders we are long term optimists on the Chinese economy.
View China: From leadership transitions to economic transitions (PDF - 187 KB)
Investment Insights archive