Australian Banks May Lose Favor With Offshore Buyers -- Market Talk

Dow Jones

Jul 16, 2025

0124 GMT - The surge in offshore buying of Australian bank stocks could be about to reverse, according to Macquarie analysts. They say that international institutions bought A$2.7 billion of Australian bank shares in the June quarter, compared with A$700 million by domestic institutions. This was the most bought by international buyers since the March quarter of 2020, they observe. However, they tell clients in a note that there are reasons to think that this surge could abate. Among these is easing of U.S. regulations, which could unlock billions in capital returns. This would draw global financial investors to U.S. banks, with Australian banks' capital returns seemingly played out. (stuart.condie@wsj.com)

(END) Dow Jones Newswires

July 15, 2025 21:24 ET (01:24 GMT)

At the request of the copyright holder, you need to log in to view this content

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

{"basename":"","ssrTDKData":{"titleTemplate":"%s - Tiger Brokers","title":"Tiger Brokers | Global Stocks, Options & Futures Trading App","description":"Tiger Brokers, one-stop investment in US stocks, SGX stocks, HK stocks, A-shares & other global assets. One of the best stock trading platforms in Singapore.","keywords":"tiger brokers,tiger trade,tiger brokers singapore,broker online,stock trading in singapore,share trading singapore,brokerage firm singapore,trading app,stock broker singapore,stock trading platforms,trading account","social":{"ogDescription":"Tiger Brokers, one-stop investment in US stocks, SGX stocks, HK stocks, A-shares & other global assets. One of the best stock trading platforms in Singapore.","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www-web.itiger.com/news/2551116446"},"companyName":"Tiger Brokers"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2551116446\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2551116446?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2025-07-16 09:24","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2551116446","market":"sh","top_or_hot":-1,"title":"Australian Banks May Lose Favor With Offshore Buyers -- Market Talk","media":"Dow Jones","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0124 GMT - The surge in offshore buying of Australian bank stocks could be about to reverse, according to <a href=\"https://laohu8.com/S/MQG.AU\">Macquarie</a> analysts. They say that international institutions bought A$2.7 billion of Australian bank shares in the June quarter, compared with A$700 million by domestic institutions. This was the most bought by international buyers since the March quarter of 2020, they observe. However, they tell clients in a note that there are reasons to think that this surge could abate. Among these is easing of U.S. regulations, which could unlock billions in capital returns. This would draw global financial investors to U.S. banks, with Australian banks' capital returns seemingly played out. (stuart.condie@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  July 15, 2025 21:24 ET (01:24 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Australian Banks May Lose Favor With Offshore Buyers -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAustralian Banks May Lose Favor With Offshore Buyers -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-07-16 09:24</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0124 GMT - The surge in offshore buying of Australian bank stocks could be about to reverse, according to <a href=\"https://laohu8.com/S/MQG.AU\">Macquarie</a> analysts. They say that international institutions bought A$2.7 billion of Australian bank shares in the June quarter, compared with A$700 million by domestic institutions. This was the most bought by international buyers since the March quarter of 2020, they observe. However, they tell clients in a note that there are reasons to think that this surge could abate. Among these is easing of U.S. regulations, which could unlock billions in capital returns. This would draw global financial investors to U.S. banks, with Australian banks' capital returns seemingly played out. (stuart.condie@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  July 15, 2025 21:24 ET (01:24 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK8062","symbol_name":"综合性银行","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2551116446","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2551116446","pubTimestamp":1752629040,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0124 GMT - The surge in offshore buying of Australian bank stocks could be about to reverse, according to Macquarie analysts. They say that international institutions bought A$2.7 billion of Australian bank shares in the June quarter, compared with A$700 million by domestic institutions. This was the most bought by international buyers since the March quarter of 2020, they observe. However, they tell clients in a note that there are reasons to think that this surge could abate. Among these is easing of U.S. regulations, which could unlock billions in capital returns. This would draw global financial investors to U.S. banks, with Australian banks' capital returns seemingly played out. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK8062":"综合性银行","WBC.NZ":"Westpac Banking Corporation Ordinary Shares","BK4207":"综合性银行","NABZY":"National Australia Bank Ltd. (Victoria, Australia)","BK7511":"ESG概念","WBC.AU":"WESTPAC BANKING CORPORATION","ANZ.NZ":"ANZ Group Holdings Limited Ordinary Shares","CBA.AU":"COMMONWEALTH BANK OF AUSTRALIA","BK7135":"综合性银行","NAB.AU":"NATIONAL AUSTRALIA BANK LTD","ANZ.AU":"ANZ GROUP HOLDINGS LTD"},"translate_title":"澳大利亚银行可能会失去离岸买家的青睐——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ANZ.NZ":0.9,"WBC.NZ":0.9,"NABZY":0.9,"CBA.AU":0.9,"NAB.AU":0.9,"ANZ.AU":0.9,"WBC.AU":0.9},"content_text":"0124 GMT - The surge in offshore buying of Australian bank stocks could be about to reverse, according to Macquarie analysts. They say that international institutions bought A$2.7 billion of Australian bank shares in the June quarter, compared with A$700 million by domestic institutions. This was the most bought by international buyers since the March quarter of 2020, they observe. However, they tell clients in a note that there are reasons to think that this surge could abate. Among these is easing of U.S. regulations, which could unlock billions in capital returns. This would draw global financial investors to U.S. banks, with Australian banks' capital returns seemingly played out. (stuart.condie@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  July 15, 2025 21:24 ET (01:24 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}