What the Capex Cliff Means for Australia's 'Big Short'
In the past week, two bottom up developments have dominated the financial market news flow in Australia: the belated announcement of CEO...
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Bankers Should Be Grateful to Basel
The past six months has been a challenging period for global bank shareholders. Global banks have declined by 20% since August, well below the 5%...
271 Views
Crowdfunding as an Investment Theme
Banking profits are under attack from FinTechOver the next five years, banks will no longer enjoy the oligopolistic profits of the past. Their...
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Asian Banks – Risks Remain Plentiful
It is still difficult to digest the optimism in some commentary regarding true underlying financial health. Adding to the regime of onerous banking...
227 Views
AmpGFX - Dead-Cats and Body Blows, Financial Crisis Echo, RBA Scope to Become Obligation
All major equities are again below the lows in 2015 after a dead-cat bounce sending another body-blow to global investor confidence. Bottom...
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