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“So as many of you may not know, there is a rapidly growing interest in bringing Karaoke microphone devices to the in-car entertainment offering. So, we had previously debuted this technology at the Consumer Electronics Show earlier this year, and we did see tremendous interest from many major OEM automotive brands for this type of a microphone integration.”
Gas Supply
“Overall, we’ll need more supply into the market, particularly to service those...southern states. And, looking at the timing of that supply and those constraints on the pipeline, we certainly feel that LNG imports are going to play a major role to secure our reliability of gas supply in those markets.” Frank Calabria, CEO, Origin Energy Ltd
Commercial Property Investment
“I think the discussion, at least the ones we're having [with our capital partners] are a lot less around rate cuts. I think there's a general view that we're in a much more stabilised level, and you can price risk accordingly.” Russell Proutt, CEO, The GPT Group
“There’s a lot of capital chasing land lease communities or build to rent, but virtually no capital being invested in affordable over-50s rental accommodation and there’s significant unmet demand” Simon Owen, CEO, Eureka Group Ltd
"As we approach the bottom of the cycle, we are seeing attractive investment opportunities and in the near term" Ross Du Vernet, CEO, Dexus Ltd
EV Charging Infrastructure
“The progress of the EV fast-charging network development is slower than we expected given the difficulties in connecting to the grid in Australia in particular” Matt Halliday, CEO, Ampol Ltd
Tariffs
“Markets such as Australia that don’t have tariffs and non-tariff barriers are extremely attractive [for Chinese exporters] ...The world automotive industry is going to have a dramatic change over the next couple of years, and it’s good for consumers.” Tony Weber, CEO, Federal Chamber of Automotive Industries
Technology & Audio
“So as many of you may not know, there is a rapidly growing interest in bringing Karaoke microphone devices to the in-car entertainment offering. So, we had previously debuted this technology at the Consumer Electronics Show earlier this year, and we did see tremendous interest from many major OEM automotive brands for this type of a microphone integration.” Gary Atkinson, CEO, The Singing Machine Company Inc
Healthcare / PPE
“And of course, now looking back with hindsight, the period of [heightened COVID related] demand was actually relatively short, and the period of destocking was something, like, twice as long as the period in which we benefited from high levels of demand." Neil Salmon, CEO, Ansell Ltd
Beauty & Luxury
"Looking ahead, our fiscal year 2025 outlook reflects continued declines in the prestige beauty industry in China and Asia travel retail." Fabrizio Freda, CEO, The Estée Lauder Companies Inc
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Labour Markets
"The other thing that's changed significantly is that the labour markets have loosened in both countries [ANZ]. And again, more so in New Zealand, but the reality is it is far easier to get people into the key roles we have in the business, whether they be freight sorting, customer service drivers and so on.” Mark Troughear, CEO, Freightways Group Ltd
“I think if you want to look at the addressable markets [mining services], I mean, that's definitely a good way to look at it -- we're still very buoyant on what's ahead. Skill shortages haven't sort of gone anywhere” Justin Nuich, CEO, Mader Group Ltd
Iron Ore
"So there's a lot of work to be done on assets, on new assets around sustaining those volumes of iron ore that are being produced at the moment. And that's driving a lot of this activity this point in time." Julian Pemberton, CEO, NRW Holdings Ltd
Out of Home Advertising
"Programmatic trading is established now and it provides a great new channel to market for advertisers. And increased innovation continues around dynamic creative campaigns and data-led targeting. These factors are all contributing to the significant transformation of the Out of Home sector and are part of its strong structural growth story." Cathy O'Connor, CEO, oOh!media Ltd
US & UK Economies
"I've just returned from a trip to the U.S. Consumers on the ground are telling us that macro uncertainty is driving some softness and they're seeing end consumers holding off on projects. It takes time for improvements in lead indicators to drive higher activity levels for our business." Peter Wilson, CEO, Reece Group Ltd
"There's no question that there's a significant pent-up demand in the U.K. That market has been tough for a long time. There is some sort of anecdotal green shoots coming through" Heath Sharp, CEO, Reliance Worldwide Corp
Private Markets
“While Australia’s private markets are dwarfed in size by our listed equity markets, their opacity presents an outsized risk to market integrity, particularly as more investors become exposed” Joe Longo, Chair, Australian Securities & Investments Commission
Fintechs
“Investor perception is still not great and is still conservative. That’s been going on for about three years. Nothing has really changed that much.” Jack Zhang, CEO, Airwallex
Banking & Rates
“The major banks are definitely going to, in a falling rate environment, be moving their rates down quicker and by more” Chris Bayliss, CEO, Judo Capital Ltd
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