Stocks fall, led down by another sell-off in the big banks following last week's revelation by ANZ that bad debts are rising, while miners mostly rise, with investors continuing to struggle to find positive leads.

• ANZ continues to be punished for a bad debt blowout, shedding $6b in two days
• Bellamy's is the biggest loser among the top 200 as China readies an online sales tax
• APA steps up pace of acquisitions with $151m deal to buy assets from AGL Energy