Kingfish has provided a copy of its December Quarterly Newsletter which has also been mailed to shareholders.
Newsletter includes: • Commentary on the quarter • Performance as at 31 December 2021 • Portfolio holdings as at 31 December 2021
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Retail
KMD Brands pulled into Trump trade war
Like a lot associated with so-called ‘Liberation Day’, much remains uncertain.
Economy
US tariff risk less than expected for FPH, Jarden says
Jarden says tariff-related impacts on earnings would be "nominal" by 2030.
Markets
Jarden says Skellerup 'most exposed' to Trump's tariffs
US President Donald Trump's sweeping global tariffs, announced on Thursday, are expected to have devastating consequences not only in the US but also in New Zealand.In a note on Friday morning, Jarden analysts Guy Hooper and Nick Yeo predicted that NZX-listed Skellerup looks...
