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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.

Download the white paper here.

1 Nov 2012