Australian banks appear cheap and their shares trade below broker targets. But three analysts offer deeper explanations that suggest stronger credit standards will affect house prices and credit growth.
Author Archive | Rudi Filapek-Vandyck
Long-term oil price projections and currency appreciation make the current valuations of many Australian companies look overly optimistic. Extra supply can be turned on quickly when prices start to rise.
US companies might be leading the global technological boom but there are also opportunities to invest in new Australian companies that are at the forefront of new technologies.
While investors like receiving healthy dividends, it’s money that the company can then no longer use for capital growth. Less can really be more if there are better growth prospects with lower dividends.