Newsletter

Bank Stocks

Trump’s Wall Street Allies: Who’s Benefiting Big from His Return?

The financial markets and industries could undergo changes due to Trump's presidential victory in the 2024 election. His pro-business agenda on taxes, deregulation, and continued support for traditional energy industries may affect Wall Street considerably. While some sectors, such as finance, energy, real estate, and defence, may expect positive policy revisions, the precise implications on…

ByUjjwal MaheshwariFebruary 27, 2025

How could the ASX attract more new listings? Here are 3 possibilities

How could the ASX attract more new listings? That is a question many local investors are pondering, and no doubt the ASX executives are too. Of course, their paycheque are in play, but the problem is one for the broader Australian investment ecosystem. In September 2024, the total number of companies fell below 2000 for the…

ByNick SundichFebruary 26, 2025

When Will the RBA Cut Rates Again? Expert Predictions and Market Analysis

When Will the RBA Cut Rates Again? That's the question everyone is asking, and the answer seems to be at some point later this year. Earlier this week Reserve Bank of Australia (RBA) reduced the cash rate by 25 basis points to 4.10%. This marked the first rate cut since November 2020 and ended 15…

ByUjjwal MaheshwariFebruary 20, 2025

What Does 2025 hold for ASX Banks? Is it too late to hop on the bandwagon?

The performance of ASX banks has caught the attention of significant investors and market analysts. This sudden market change has led to a critical evaluation: is this trend a warning signal indicating systemic issues, or does it present a bargaining opportunity for experienced investors? Let’s navigate this complex landscape of stocks and shares while considering the broader…

ByUjjwal MaheshwariJanuary 9, 2025

Our 5 ASX Predictions for 2025! You’re Welcome

Our 5 ASX Predictions for 2025! Yes it's that time of year. The start of a new one, where everyone gets out their crystal balls and tries to predict what will happen in the year to come. This is no less true with regard to the share market, most particularly the direction of the indices,…

ByNick SundichJanuary 2, 2025

ANZ Bank Has Got a New CEO: What Will It Mean for Investors?

ANZ Bank has got a new CEO! Earlier this week, the bank announced that Nuno Matos, the current head of Wealth and Personal Banking at HSBC, will become the bank's chief executive on July 2, 2025. This is the end of nearly a decade of Shayne Elliott's tenure at ANZ, which is the longest current tenure…

ByUjjwal MaheshwariDecember 11, 2024

Australian mortgage brokers write 75% of loans – here’s why that’s important to bank investors

Think of Australian mortgage brokers and the famous Aussie ads that concluded with John Symond's catchphrase, 'At Aussie, we'll save you!' Indeed they can save borrowers, because they (theoretically) shop around for the best deal for their customers. Everyone will name low interest rates as what they want, but it is also about other benefits offered…

ByNick SundichDecember 10, 2024

The investment by GQG in Adani backfired – is its reputation tarnished for good?

12 months ago, the investment by GQG in Adani was something to admire about the company. It was an example of a bold bet that had paid off given the returns it had made. But the charging of Adani boss Gautam Adani with fraud has had a knock-on effect to GQG. Why The investment by GQG…

ByNick SundichDecember 6, 2024

Here are 6 ASX CEOs who departed their companies in 2024

Here are 6 ASX CEOs who departed their companies in 2024 Larry Diamond - Zip (ASX:ZIP) Since Afterpay's acquisition, Zip (ASX:ZIP) has been the flagship BNPL company of the ASX. It managed to survive a cash crunch, a spectacular collapse in its valuation as interest rates rose, a merger attempt with Sezzle that ended…

ByNick SundichDecember 5, 2024

If negative gearing is wound back, could it hurt ASX bank stocks?

Negative gearing is a contentious topic and Australians are heavily divided on it. What is negative gearing? Why is it in the headlines again? It is a strategy that allows investors to claim a tax deduction for a 'rental loss' when interest repayments and other expenses exceed income. It was used by 2.27m taxpayers in 2021-22…

ByNick SundichOctober 28, 2024