Crunch Time for Aussie Housing
Australia is in uncharted territory. House prices in the two largest cities (Sydney and Melbourne) fell by 10% last year and similar declines look...
616 Views
Best Ideas List for January 2019
The Best Ideas list is a compilation of stock ideas sourced from Morningstar’s global equity research team. With more than 100 analysts covering...
754 Views
Has APRA Just Gold-Plated Hybrid Instruments for Australian Pensioners?
On 8 November 2018, the Australian Prudential Regulatory Authority (APRA) announced its long-awaited proposal (a discussion paper) on Increasing...
409 Views
Major Bank Oligopoly Flexes the Pricing Power Lever
Structural rise in funding costs offset by home loan repricing.We believe the increase in short-term wholesale funding costs is structural, not...
446 Views
Regionals Vs Majors: Could We See A Pricing Reversal?
Ever since the Global Financial Crisis (GFC), funding costs in capital markets for both major and regional Australian banks have been steadily...
371 Views