Archive - Insights by Esho Capital

How foreign students impact the Australian property market

Universities, like handbags, are luxury products. Australia is also a beautiful and safe place to live. And cheaper. But do we have the right property…

Sep 12 •

August 2024

Banks start to cut rates ahead of RBA

Despite higher than expected inflation, I held my view in May that rates will fall towards the end of this year or early 2025. The banks have now…

Aug 25 •

July 2024

What will the RBA decide next week?

All eyes have been on the quarterly inflation numbers, which came in today — pretty much in line with expectations. The biggest news story this year…

Jul 31 •

June 2024

Canada cuts rates, who else will follow?

Canada cut interest rates overnight from 5.00% to 4.75%. I’ve been keeping a close eye on Canada because of its similarities to Australia. Rates rose…

Jun 6 •

May 2024

Rate cuts still on the cards by end of year

There’s no doubt interest rates are starting to bite, with retail sales sluggish in April and unemployment back above 4.1%.

May 28 •

RBA decision — will rates move up or down?

We’ve got an RBA meeting next week and a Federal Budget the week after.

May 1 •

April 2024

We've let young Australians down on housing policy

I’ve taken a couple of weeks off over Easter to recharge the batteries and rethink my investment thesis. A lot of family and friend time. I’ve been…

Apr 12 •

March 2024

Single greatest factor driving property prices

The thing that caught my eye from the RBA this week was the admission that China is growing slower than expected. The RBA is now watching this as part…

Mar 21 •

Values Based Success - Business Lessons from Les Schwab

In this month’s episode, RGB Consulting Founder Dr George Marano and I delve into the life of American entrepreneur and business leader Les Schwab. Les…

Mar 21 •

RBA will be forced to cut earlier if commodity prices keep falling

The RBA meets next week as part of their new calendar regime. I’m expecting they’ll say something similar to February. Europe, America, UK, Australia…

Mar 14 •

Reality check coming for the RBA

I’ll get to the economic outlook shortly. First, I want to touch on what’s becoming a big problem. Property prices are not only growing more than…

Mar 7 •

February 2024

Interest rate cuts become inevitable as inflation cools

It’s no longer a matter of if, but when. Interest rate cuts are on the horizon, and the RBA is getting what it wanted - a moderation in growth and a…

Feb 29 •

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