ASX VIX and homebuyers' sentiment dispersion

Housing Is Riskier Than Equities In Australia: CS

With housing risk remaining at an elevated level in Australia, investor asset allocation should move away from housing and into bonds and equities, argues Credit Suisse.

Damien Boey and Hasan Tevfik at Credit Suisse in their October 21, 2015 research note titled: “De-rating Australian housing – a follow up,” point out that their measure of housing risk is comparable to the implied volatility of Australian equities.
Slowdown in Australia's housing market
Boey and colleague use the dispersion of sentiment readings . . .


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