It was a pleasure to sit down with BusinessDesk for a Sharesies shared lunch. We talked in detail about the tourism recovery, with a strong focus on understanding how demand is returning, but that labour challenges remain a key threat to the recovery.
There are no shortages of people wanting to go on the record as to when property prices will rise again. But there is a certain curiosity about their logic. What if housing doesn't remain a one-way bet on even shitty houses in mediocre spots?
You might have been confused to see several banks reduce fixed mortgage rates last week, while at the same time columnists are saying the Reserve Bank will lift the official cash rate by 50 basis points on Wednesday.