Aussie Reporting Season Update: February 2019
The Banks remain under earnings pressure from several fronts, with weak credit growth, falling net interest margins and rising compliance costs...
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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...
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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...
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BBSP Asia Weekly Equity Book
THE MAIN IDEA(Relative Value Approach in USD Terms)Long Term Allocation (Strategic view) Relative Value vs MXAP in USD terms⦁ SOUTH KOREA:...
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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...
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