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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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...
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Equity Asia Weekly Research - 3 Oct 2018
THE MAIN IDEA(Relative Value Approach in USD Terms)Long Term Allocation (Strategic view) Relative Value vs MXAP in USD terms⦁ NIKKEI/MXAP: Long...
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Financial Services Royal Commission Poses Plenty Of Questions, but Provides Few Answers
The interim report issued by the Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry is long on...
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Will Major Bank Divestments Affect Hybrid Instruments?
With the Australian Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry (the “Commission”) being...
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