Montgomery & Platypus: The burning issue on Bank shares

Montgomery & Platypus: The burning issue on Bank shares. One of the burning issues at the moment in the Australian equity markets is the Murray Inquiry and the prospect of the Banks having to hold higher amounts of capital. This issue along with broader market volatility has seen Bank shares fall circa 10% with many investors now cautious on the outlook for this sector. Matthew Kidman hosts Roger Montgomery from The Montgomery Fund and Don Williams from Platypus Asset Management in a discussion around the possible outcomes from the Murray Inquiry. The panel looks at the immediate implications for the Banks, how much of an impact it will really have and are there any potential opportunities arising from the situation? Watch the video here: