Event Risks, Catalysts and Volatility in Latter 2016
The UK’s referendum to exit Europe and the ensuing gyrations in global markets warned us against complacency in the face of event risk. Vigilance...
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Second Half 2016 Outlook: Where to from Here?
Over the past year Australian companies have been effected by changing regulation, falling interest rates and currency, sharp drops in commodity...
187 Views
Retain Defensive Bias as the Reluctant Rate Cutter Likely to Deliver More Stimulus
Interbank Cash Rate Futures point to a 65% probability that the RBA will cut the Overnight Cash Rate (OCR) by 25 basis points to 1.5% on...
210 Views
ANZ's Asian Emphasis Does Not Seem to Support Profit, Returns
ANZ’s most important Asian investments are AMMB, Bank Pan Indonesia, Shanghai Rural Commercial Bank and Bank of Tianjin. The idea of emphasizing...
205 Views
Major Bank Retail Customer Satisfaction Declines, but Still a Remarkably High 79.5%
Melbourne-based research house Roy Morgan Research’s consumer banking customer satisfaction report for June 2016 identifies Commonwealth Bank Of...
271 Views