Financial Services
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Beijing’s Big Bad Banks, Part II
David Buckland
January 17, 2014
On Wednesday, we compared the performance of China’s Shanghai Composite Index with the US S&P 500 over the seven years to December 2013 (see here). China’s investment-driven, debt-fuelled strategy has seen poor performance from several listed companies, many of which are controlled by the state. And the threat of rising bad debts, particularly in the so-called shadow-banking sector, is yet to play out. continue…
by David Buckland Posted in Financial Services, Insightful Insights.
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Beijing’s Big Bad Banks, Part I
David Buckland
January 15, 2014
The prevailing view of many readers is that China’s communist regime will not allow an economic crash landing. Given their record foreign exchange reserves, the government can always throw money at the problem. continue…
by David Buckland Posted in Financial Services, Insightful Insights.
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Are the Big Four Banks Partying Like it’s 2007?
Tim Kelley
November 8, 2013
Regular readers will be aware of the very strong run enjoyed by the Big Four banks recently, and of our view that the price rises have pushed them into somewhat expensive territory. continue…
by Tim Kelley Posted in Financial Services.
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The big 4
Roger Montgomery
October 29, 2013
by Roger Montgomery Posted in Financial Services, Insightful Insights, TV Appearances.
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How excited should we get about big 4 bank valuations?
Tim Kelley
September 18, 2013
The big four banks have attracted a fair bit of media comment recently. On one hand we are told that some international investors can’t understand the lofty valuations attached to Australian banks and are shorting them in volume. On the other hand we are informed that these international investors do not properly understand the Australian context, and will surely get burned on their shorts. continue…
by Tim Kelley Posted in Companies, Financial Services.
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What does the CBA result tell us about the market?
Tim Kelley
August 15, 2013
Interesting to see the share price reaction to the CBA result today. As we write, CBA shares are off slightly, following yesterday’s announcement of CBA’s record FY13 profit. continue…
by Tim Kelley Posted in Financial Services, Insightful Insights.
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Who’s game to sell CBA?
Ben MacNevin
August 2, 2013
CBA is the market darling of the Big-4 banks, and the quality of the company has historically warranted a premium price relative to its peers. But some analysts are seriously questioning whether the recent rally of the share price is reasonable. continue…
by Ben MacNevin Posted in Financial Services, Insightful Insights.
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A quick way to analyse a bank
Russell Muldoon
July 11, 2013
Banks are relatively simple businesses to analyse. Despite claims of being ‘different’ in an attempt to win wallet share, behind the scenes there is often very little differentiation between CBA, ANZ, WBC and NAB in the services they offer to their customers. continue…
by Russell Muldoon Posted in Financial Services.
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Rolling Stone rolls the stone away from the entrance to reveal…
Roger Montgomery
May 14, 2013
We think you will enjoy spending a few minutes being illuminated by this story from Rolling Stone’s Matt Taibbi.
continue…by Roger Montgomery Posted in Financial Services.
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What’s the outlook for the Australian economy?
Roger Montgomery
May 10, 2013
In these highlights from Sky Business’ Business View, with James Daggar-Nickson, Roger gives his view on the recent cash rate cut by the RBA and the implications for mortgage holders, as well as the outlook for the resources sector. What’s the outlook for Australia? Find out here.
by Roger Montgomery Posted in Energy / Resources, Financial Services, TV Appearances.
