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“We see many emerging markets with strong domestic growth, which is why banks are expanding their presence in these markets.”
Retail
“Most of our stores carry a design that’s more than 17 years old, and so if you just think about that, in moments of time in history, that puts us before the first iPhone or smartphone was ever released, and before social media was part of the consumer landscape." Mark Teperson, CEO, Baby Bunting Ltd
“The operating environment within the global personal luxury goods market since Cettire’s H1 FY25 results has remained volatile, with softening underlying demand evident across all geographies.” Dean Mintz, CEO, Cettire Ltd
Robots
So at Tesla, we've gone through many a crisis over the years and actually been through many near-death experiences. I think we probably were in the edge of death at least on maybe a dozen times. It's been so many times. This is not one of those times…The future of the company is fundamentally based on large-scale autonomous cars and large volume, vast numbers of autonomous humanoid robots.” Elon Musk, CEO, Tesla Inc.
Data & Cloud
“Look, I mean, no, we have so far not seen existing SAP customers changing the infrastructure because of geopolitical tensions or tariffs.” Christian Klein, CEO, SAP Group
“We'll continue to watch it carefully. Having said that, we have not seen any change in our customers' behaviour so far.” CC Wei, CEO, Taiwan Semiconductor Manufacturing Co Ltd [TSMC]
Banks
“We see many emerging markets with strong domestic growth, which is why banks are expanding their presence in these markets.” Jean-Pierre Brulard, CEO, Tenemos AG [one of the world’s largest banking software companies]
Lending
“Pleasingly, the momentum from 2024 has continued in the first few months of '25, with strong credit demand and consumer spending activity.” Bob Belan, CEO, Latitude Group Holdings Ltd
Defence
“I think reducing the bureaucratic red tape that's built up in this industry over the past few decades is going to be a boon to our industry. And when I say our industry, I mean broadly, right? And that includes the traditional, as we are sometimes called, aerospace and defence prime contractors. It includes major technology companies such as Verizon and NVIDIA and Microsoft that are our partners, it includes midsized and new entrants.” James Taiclet, CEO, Lockheed Martin Corp.
“When I was over at the Munich Security Conference, the main topic in the private meetings with each of the Defence ministers and prime ministers was how fast can I get my aircraft.” James Taiclet, CEO, Lockheed Martin Corp.
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Asset Flows
“Definitely, we're seeing a marked change in everything you're talking about [asset flows moving away from USA]. This obviously accelerated with the tariffs, but it was already ongoing from the beginning of the year, in which a lot of our global clients, including U.S. clients in their global portfolios, were already placing a lot of bets on Europe and on Japan.” Henry Fernandez, CEO, MSCI Inc.
Supply Chain & Logistics
“We're adjusting our trade flows, logistics flows, leveraging more bond facilities, free trade zones, a little bit more point-to-point shipments on our logistics that we might have done before.” William Brown, CEO, 3M Company Inc.
Fibre & Internet Infrastructure
“But anyone that's sourcing fibre infrastructure from outside of the U.S. are obviously blindsided at the moment [due to tariffs].” Glenn Milnes, CEO, ikeGPS Group Ltd
Aged Care
”Although we’re not yet offering care in Australia, we plan to start in 2026. The funding environment there is more favourable [compared to NZ], with federal lawmakers approving a significant boost in aged care funding in 2024.” Scott Scoullar, CEO, Summerset Group Ltd [major NZ operator/developer of retirement villages]
Shipping & Ports
“Most concerningly for our ports, the proposed fees would incentivise ocean carriers to consolidate traffic to the nation’s largest ports…this would cause significant congestion at large ports and the collapse of business lines at small and medium sized ports. The results would be higher inflation, more unemployment, and higher trade deficits.” Cary Davis, CEO, American Association of Port Authorities
LNG
“Customer demand for Woodside’s LNG remains robust.” Meg O’Neill, CEO, Woodside Energy Ltd
Sleep Health
“So here at ResMed, we've known for decades that CPAP [sleep machines] improves quality of life for sleep apnea patients. We've talked internally about these improvements in cardiovascular and mortality health. But now we have proof [from a recent large scale study] that it helps people to ultimately live longer and to live better. These data show that CPAP is not just another medical therapy.” Michael Farrell, CEO, ResMed Inc.
Corporate Culture
"Speed disproportionately matters for every business, in every industry, at all times. It’s a false binary to argue that you can move fast or deliver high standards. If you want to be fast, you can be fast, and still be high quality. Speed is a leadership decision…But, speed does not happen unless the entire company and culture embrace it." Andy Jassy, CEO, Amazon.com Inc.
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