australian banks

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...

A desire to forge his own path led Andrew Lockhart from a 26-year career with National Australia Bank to strike out to form what is now one of Australia’s most...

With mounting pressure on banks to reduce their exposure to funding fossil fuel companies, the four majors have introduced a number of ambitious measures to meet their...

Since the outset of COVID-19, when we seriously analysed what was happening in early 2020, the nature of pandemics, and where the world economy was when the pandemic...

Optimism in the macro outlook grew steadily throughout October, starting with an indication of further monetary easing from the RBA, followed by a Federal Budget which...

In the period since the Global Financial Crisis (GFC), the global banking sector has significantly de-risked. This is clearly evidenced by the structural increase in...

The March lows from the impacts of coronavirus spelled the sharpest correction experienced in decades. Yet from this fall, we are experiencing a recovery almost as...

In Australia, we've always tended to think of bank stocks as the sleep at night option, ‘a buy and put it in the draw kind of investment’, because they've been so...

The ramifications of Covid-19 have been felt across economies around the globe, however, it has become evident that not all sectors have been treated equally. With...