Australian Housing Market Bubble
We have released a new white paper – Australian Housing Market Review: Market Drivers, Long-Term Pricing Indicators and Investment Implications.
The paper examines some of the key drivers of the housing market including supply, demand and credit availability. It explores:
- The impact of demographics, immigration and ageing populations
- Housing supply and the building cycle
- House pricing, affordability and how Australia compares to other countries
- Lenders and mortgage asset quality.
We also address the question of whether there is a housing bubble in Australia and draw on this insight to identify micro-industries and stocks which may be impacting.
1 Nov 2012