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)

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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. 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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. 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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"}}}