Strategy Radar_2012_0406 – Theme: Oz Housing market

This week the theme is “the housing market” and the issues of supply and affordability, which are of high relevance for home insurers and mortgage providers. The other headlines are the cashed-up Japanese banks planning to make an aggressive push into Australia, ANZ now leading the big4 in home loans growth (although well behind the 13% surge at Suncorp); and the sharp increase of Australian households savings reaching $20 billion per quarter (10x pre GFC levels).

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