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April 6, 2017
Another cause of our overheated property market has come to light in a recent report by Transparency International (the global anti-corruption watchdog). Based on their findings, it appears that money laundering by foreign ‘investors’ is at least partly to blame. Continue…
by Andreas Lundberg Posted in Property.
April 5, 2017
What a week it’s been for Vita Group (VTG), which operates over 100 Telstra stores. On 4 April, Fairfax published an article referring to a ‘leaked’ Telstra draft document that said it is considering taking back high performing stores from licensees. VTG’s share price promptly plummeted. After VTG rebutted the leak, its share price rebounded. So, who should we believe? Continue…
by Roger Montgomery Posted in Companies, Editor's Pick.
April 5, 2017
Ticky Fullerton and Roger discuss the regulatory crack down on interest only loans. Roger mentions APRA’s recent changes and what this means for the property investors.
by Roger Montgomery Posted in Editor's Pick, TV Appearances.
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April 4, 2017
In the last few days, APRA and ASIC have implemented new measures to try to cool the rampant Australian property market. But can these deterrents work, given that foreigners make up a large proportion of new buyers, and most won’t be borrowing from a local bank? Continue…
April 3, 2017
With Amazon set to enter the Australian market later this year, many of Australia’s leading retailers are gearing up for the fight of their lives. We think they would do well to take note of recent analysis by MIT Sloan School of Management, which identifies five rules for management to follow to maximise their chances of success. Continue…
by Scott Shuttleworth Posted in Market commentary.
April 3, 2017
Amazon is about to hit our shores, and its arrival is bound to be as disruptive here as it has been in the U.S. But which retailers should be most worried? And is there anything they can do to protect market share in the face of this retail juggernaut? Continue…
by Roger Montgomery Posted in Companies.
March 31, 2017
NYSE margin debt levels hit a record in February, reaching $528 billion. For context this is 39% above the 2007 peak in NYSE margin debt. So what are the implications of record margin debt and does it hold any predictive power?
by George Hadjia Posted in Global markets.