All the major banks look expensive on an earnings basis but attractive versus bonds and cash
All the major banks look expensive on an earnings basis as does the market but attractive versus bonds and cash. CBA & WBC's PEs are starting to look extreme - but they are being supported by current low interest rates....Charts on Bank PE's and more in todays note...(VIEW LINK)
James is Portfolio Manager & Primary Author at Market Matters, a daily investment report with over 2500 subscribers that offers real market insight. He is also Senior Portfolio Manager within Shaw and Partners heading up a team that manages...
Expertise
most popular
Equities
Morgans’ 12 large-cap best ideas - June 2022
Andrew Tang,
Morgans Financial
Equities
Money isn't everything
Marcus Padley,
Marcus Today
Equities
Livewire readers’ 20 most-tipped stocks to beat inflation
Hans Lee,
Livewire Markets