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Harbour Navigator - 25 September 2017
Harbour Monthly Outlook - September 2017
Investment Horizons - September 2017
interest.co.nz - 25 August 2017
Fiscal policy looks key to whether the next Official Cash Rate move is down or up, Harbour Asset Management’s Christian Hawkesby says
The Reserve Bank of New Zealand (RBNZ) is projecting 3-3.5% growth in coming years, partly driven by fiscal stimulus in the pipeline, and whether National or Labour form a government in September. A key implication of the recent Monetary Policy Statement is that, if the economy struggles to reach this growth rate, the Official Cash Rate (OCR) may have to be cut further to deliver the demand pressures required to hit the RBNZ’s inflation target....
nzherald.co.nz - 23 August 2017
Oyvinn Rimer, senior research analyst at Harbour Asset Management, said it was a stellar result from A2's management. "It clearly illustrates the strong demand particularly for infant formula powder into the Asian market place," Rimer said...
nbr.co.nz - 26 July 2017
"There's been some more positive commentary coming out on that stock, and it's certainly getting a bit more traction," said Shane Solly, director, portfolio manager & research analyst at Harbour Asset Management. "What we've seen is people realising there are very different business models there, Bellamy's has a number of different issues to deal with that A2 doesn't and there's a distinction between the models starting to appear."...