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Hugh Hendry pointed out the same mid last year. terrible home video, but that's Hugh. I am trying real hard to understand the Chinese situation. There's no doubt they will have a significant slowing, eventually. Like Russia, they may keep throwing their reserves at it to artificially prop it...

isn't that anti competitive of the govt to charge big lenders LESS than the little lenders? Leftist ideology never wins over a buck huh? "The fee varies with the credit rating of the bank taking up the guarantee. Credit Rating : Debt Issues Up to 60 Months AA 0.70% A...

Something I have just read tonight. Aussie banks are paying the govt around ~1% pa for wholesale funds borrowed under the govt guarantee. No wonder WBC are hiking their rates above the cash rate rises. What a paradox.......Borrowers are paying the govt fee the govt imposed on the banks to...

Understand 'real' Chinese economic growth and you will have the most profound insight into nominal and real Australian property growth. the (USD) gold price will get bashed around around for a while......but that's only half its value, to an Aussie. watch the AUD, like Gail.

Yes, domestic savings, even though they picked up with the GFC, still get channelled into discretionary expenditure, shares (either via super or funds or directly), or servicing higher debt on less property....and a significant portion of that debt is foreign, the interest leaving our shores...

The banks have been limiting funds to developers since GFC. So it isn't necessarily lack of funds. Rates are still below long term average. So it is unreasonable to conclude there's insufficient funds to lend at 'reasonable' rates.... (unless one believes the long term average rate isn't...