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How China’s debt bubble could hurt Australia
David Buckland
June 7, 2017
Willem Buiter is the highly respected Chief Economist at Citigroup, and when he speaks, people tend to listen. Last week, in an interview with the ABC, Buiter sounded a strong warning about China’s debt bubble, and the ramifications for Australia. Continue…
by David Buckland Posted in Market commentary.
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New data show slowing loan growth for the big banks
Stuart Jackson
June 5, 2017
The Reserve Bank and APRA have just released their credit statistics for April. The numbers show a slowing in loan growth rates that was consistent with the recent major bank results to March 2017. The source of slowing is primarily from weakening growth in loans to the corporate sector, while mortgage book growth remains reasonably stable at around 7% year on year. Continue…
by Stuart Jackson Posted in Financial Services.
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We banked on it
Roger Montgomery
June 5, 2017
Back in January this year, The Montgomery Global Fund’s Portfolio Manager, and CIO for Montaka Global Fund, Andy Macken wrote a blog here warning investors about the quality of Bendigo and Adelaide Bank’s (ASX:BEN) earnings. Continue…
by Roger Montgomery Posted in Editor's Pick, Financial Services, Global markets, Insightful Insights, Investing Education.
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In short, value is difficult to find
Roger Montgomery
June 5, 2017
Asset prices across all investment classes are at record highs, including and perhaps especially assets that produce no income. Continue…
by Roger Montgomery Posted in Market commentary.
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Is it time to head for the exits?
Tim Kelley
June 2, 2017
Altair Asset Management made headlines this week with its decision to liquidate its portfolios, reasoning that it intends to avoid a market crash. Altair’s bold move came in the midst of a growing media focus on the extent of overvaluation – and potential risk – in asset markets, including equities, property and collectibles. Continue…
by Tim Kelley Posted in Market commentary.
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