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%...
275 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...
377 Views
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...
229 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...
201 Views