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Commentary Topic from greenfaucet

Theory Time--Kiwi Style

I have had an investing soft spot for New Zealand for several years now. I have been out of the country for clients, portfolio-wise, for several years now and imagine I will be back in at some point but not yet. The country has deficits galore due in part to limited resources (meaning they need to import a lot of basics goods) and easy funding due to high interest rates. The economy has been contracting for several quarters in what I believe will turn out to be a cyclical event (this is easy to say now as I do not have clients in).