Australian Banking: A Debt Investor's Guide
Over the past year the Australian banking sector has remained under intense public scrutiny from the regulatory bodies (ASIC, APRA, RBA), the...
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Hybrids: Have We Recovered Since February?
Back in February 2016, trading margins of ASX-listed hybrid securities widened significantly. As a result, there were a number of attractive...
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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...
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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...
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Australia Banks - Insolvencies Data to 30 June 2025 Suggest Weak and Worsening Credit Metrics.
Australian insolvencies data is fairly real-time and certainly HFD, giving a window on underlying credit metrics. The data is not good, with very...
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