australian banks

Small and medium-sized enterprises (SMEs) are an integral part of the Australian economy, responsible for 40% of private sector employment, and 35% of sales and...

Australian banks will continue to be tested in the new financial year. With the rising rate environment setting in and a subdued economic outlook, the big four...

We’ve previously published bottom-up technical notes on Aussie bank demand for government bonds, which is akin to a new form of quantitative easing or QE (replacing...

The path to achieving Australia’s net-zero targets will take time and require substantial market support. The opportunity for Australian banks to fund renewable...

In recent weeks, the share prices of Australian banks have been heading south. The ASX300 Banks Accumulation Index has lagged the broader market by over 6% from late...

Across three decades the market has valued Commonwealth Bank at a premium relative to its three peers. Whether we look at earnings, dividends or book measures of...

Brad Potter, Head of Equities at Tyndall, learned some of his biggest investing lessons in the Great Sandy Desert and The Pilbara. Before embarking on a career in...

With the average Sydney pile now worth more than $1 million - with a broken drain the only water view - it’s an odds-on bet that the next financial meltdown will have...

A scarcity of Australian government debt meant that the RBA and APRA had to be creative when implementing the post-GFC global banking reforms, known as Basel 3. The...

From morning to night, a procession of politicians lining up to front the media has ensured none of us could miss the fact a federal budget was delivered last week....

The banks are back, baby. Or so it seems. National Australia Bank (ASX: NAB), Commonwealth Bank (ASX: CBA), ANZ Bank (ASX: ANZ), and Westpac (ASX: WBC) have handsomely...

Back in early 2011, something odd was happening in the Australian share market. Equity strategists at local investment banks and stockbrokers were predicting strong...

It would appear the death of banks as an investment has been greatly exaggerated. Australian banks have had a very strong period of recent outperformance since the...

Is it just me or are people forgetting the playbook? The conversations that I hear in lifts, on the street, in coffee shops...is scary. People are forgetting the...

The lift in iron ore prices to lofty new levels has seen the three major iron ore producers deliver some cracking results. Not far behind were the banks, which...

After 37 years of declining interest rates that have fuelled asset price increases but laid waste to lower-risk income streams, it is perhaps surprising that now...

PayPal laid bare its strategy last week at their investor day and it’s clear that consumer banking is squarely in its cross hairs. It has been a long journey for...

The Commonwealth Bank (ASX:CBA) released its results for the six months to December 2020. The numbers were generally better than expected across most lines resulting...

Welcome to the second episode of '4-minute Monday', a special series from Nikko AM built around ASX reporting season. Each Monday, I sit down with the team and...

We are living in extraordinary times, and it's fair to say it's been a very interesting start to 2021. Uncertainty prevails globally, yet markets are ripping back...