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“Only 15 years ago, the GDP of the average Brit was about the same as the GDP of the average American. Fifteen years later, the GDP of the average American is about 60 per cent more than the average Brit. Now, when you look at the US economy, probably the one defining factor that is different between the US and the UK from 15 years ago now is a flourishing tech and innovation sector. That is something that we [Australia] need to focus on.”
Lithium
“When market conditions change, companies need to quickly adapt to meet the market." Tony Ottaviano, CEO, Liontown Resources Ltd
Promotional Activity
“After a positive start to the year, retail sales momentum slowed in September. During the quarter, promotional intensity lifted across the sector as customers became increasingly value conscious.” Steve Donohue, CEO, Endeavour Group Ltd
Cashless Economy
“I think Australia is further along into the next phase of the cashless economy than most regions” Nick Molnar, Co-Founder, Afterpay
Start-Ups & Scale-Ups
“There’s a lot of funding for start-ups. Where we’re seeing a hole is organisations that are scaling up, that are at a stage where they’re a $1bn or $2bn company, they need to launch overseas. We don’t have the funding sources for those types of organisations,” Damian Kassabgi, CEO, Tech Council of Australia
Data, Quality Controls & AI
"Gartner found at least 30% of generative AI projects will be abandoned after proof of concepts by the end of 2025 due to poor data quality and inadequate risk controls." Tianyi Jiang, CEO, AvePoint Inc [US listed data protection software company]
Currencies
“We also saw relatively benign markets, little volatility, which, along with more subdued consumer confidence meant lower consumer activity, although it did grow versus second half '24.” Skander Malcolm, CEO, OFX Group Ltd
Building Materials
“We are planning for recovery and growth in both repair & remodel and new construction.” Aaron Erter, CEO, James Hardie Industries plc.
Caravans
“During the period [early FY25] the Australian business had fewer off-peak trips with more customers intending to travel in peak periods. This was impacted by poor weather in key areas.” Market Statement, Camplify Holdings Ltd
International Students
“The pending enforcement of caps [on the number of international students] is now directly influencing student market behaviour” Phil Honeywood, CEO, International Education Council of Australia
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Fertiliser & Crops
“Fertiliser demand is running high around the world this year as nutrients remain affordable and growers are catching up after recent years of under application. Large crops and solid yields in many regions this year are drawing nutrients from the soil with the removal…So, we expect demand will remain solid in 2025 as nutrients are replenished.” Bruce Bodine, CEO, The Mosaic Co. [major global producer of phosphate & potash]
Biofuels
“Over the longer-term biofuels remain an attractive driver for grain and oilseed demand far beyond current levels, supporting a highly constructive picture of long-term ag fundamentals.” Bruce Bodine, CEO, The Mosaic Co. [major global producer of phosphate & potash]
Self-Storage
"The self-storage sector has benefitted in recent years from a rapidly maturing market in Australia and New Zealand, supported by increased awareness and usage throughout the COVID period…self-storage market capitalisation rates have remained resilient, reflecting the robust demand for self-storage which is supported by drivers including increasing housing density, population growth, rise of e-commerce and housing turnover" Steven Sewell, CEO, Abacus Storage King Ltd
Mortgage Affordability & Inflation
“I hear a lot of feedback from our branch network of customers who are wanting to join us, but the thing that is stopping them either taking out a home loan, or indeed refinancing a home loan, is being unable to meet a serviceability buffer that is assessing interest rate north of 9 per cent” Richard Fennell, CEO, Bendigo and Adelaide Bank Ltd
“Inflation is moderating, but at a slowing pace” Matt Comyn, CEO, Commonwealth Bank of Australia Ltd
GDP Growth
“Only 15 years ago, the GDP of the average Brit was about the same as the GDP of the average American. Fifteen years later, the GDP of the average American is about 60 per cent more than the average Brit. Now, when you look at the US economy, probably the one defining factor that is different between the US and the UK from 15 years ago now is a flourishing tech and innovation sector. That is something that we [Australia] need to focus on.” Damian Kassabgi, CEO, Tech Council of Australia
FinTechs & Banks
“The explosion in digital interaction is both an opportunity and a threat [for banks], an opportunity to grow the bank customer base of digital users but at the same time, a threat coming from fintech and payment disruptors.” Jean-Pierre Brulard, CEO, Tenemos Group [global banking software provider]
Inventory & Working Capital
“Companies are trying to work out what the new normal is and sometimes they get caught with too much inventory and they are needing to slow down the way they pay their suppliers. We’re still finding a new level but many of these metrics are coming back to pre-Covid levels.” Jason Ireland, Partner, McGrathNicol
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