Yarra Capital Management’s Dion Hershan commenting on the outlook for Australian banks, including reference to capital adequacy, the relative attractiveness of the sector, its resilience and capacity to outperform low expectations. See here…. (subscription to The Australian Financial Review required)
8 Nov 2017
Yarra Capital Management’s Dion Hershan commenting on the outlook for Australian banks, including reference to capital adequacy, the relative attractiveness of the sector, its resilience and capacity to outperform low expectations. See here…. (subscription to The Australian Financial Review required)
06 May 2020
Consumer Stimulus vs. Income Shock: Who wins?
Record declines in employment from COVID-19 restrictions have been met with record policy stimulus. In this note, Tim Toohey, Head of...
2 minute read
12 Sep 2022
Unpicking the August reporting period
Against a backdrop characterised by continued geopolitical instability, rising interest rates, skyrocketing cost inflation and the tightest labour market in...
1 minute read
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