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“In terms of future demand, our strength is that our business does not have to worry about demand diminishing going forward. There would be ups and downs in the short term, but we are not concerned about the longer term.”
Domestic Manufacturing
“Sometimes we don’t take stock of all of the regulation which impacts food manufacturers and how we can do things better and compete on a global scale.” Robert Iervasi, CEO, SPG Global Ltd
Research & Development
“We now find ourselves struggling to put our university researchers on a sustainable footing, and with business investment in R&D collapsing. We need to change course quickly and value Australian industry, using everything we have in the toolbox.” Edward Chung, CEO, TechnologyOne Ltd
Hospitals
“We have a structure that we currently operate with that is not really set up for the future of where healthcare is going. We need to look at how to match supply and demand from a number of hospital beds point of view because we need to have hospitals in the right place as well.” Sheena Jack, CEO, HCF [Australia's largest non-for-profit health fund]
Private Equity & Infrastructure
“There’s a lot of private equity ownership in all of our strategic infrastructure. That’s a very big question for government around how much is too much? Are there certain industries where that shouldn’t occur?” Sheena Jack, CEO, HCF [Australia's largest non-for-profit health fund]
Capitalism & Markets
“Markets, like everything humans build, aren’t perfect. They reflect us – unfinished, sometimes flawed, but always improvable. The solution isn’t to abandon markets; it’s to expand them, to finish the market democratisation that began 400 years ago and let more people own a meaningful stake in the growth happening around them.” Larry Fink, CEO, BlackRock Inc
Chinese Economy
“Also, starting in February, we began to face incrementally tougher headwinds in China, including a post-New Year holiday slowdown that led to a step down in revenue. The trend has since stabilised at these new lower levels.” Stefan Larsson, CEO, PVH Corp [owner of brands Calvin Klein & Tommy Hilfiger]
Australia & Renewables
“Australia has a strong global comparative advantage for the energy transition with its significant excess renewable energy resources and leading position in critical mineral reserves – plus the size of the prize is enormous – ~$1-5 trillion investment required by 2050.” Market Statement, HMC Capital Ltd
‘Liberation Day’ Tariffs
“I would advise none of the countries to panic…I wouldn’t try to retaliate because as long as you don’t retaliate this is the high end of the number.” Scott Bessent, Treasury Secretary, United States of America
“Nothing announced today changes that [our long term] strategy.” Jim Clayton, CEO, Breville Group Ltd
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Robots
“You may have heard of humanoid robotics. I'm a very big fan of that. This is a new frontier. It will redefine industrials from auto to manufacturing. It will create a new era of robotics and intelligent system embedded everywhere around us.” Lip-Bu Tan, CEO, Intel Corporation
Internet of Things
“The QNX code base [real-time operating software] used in medical, industrial and other general embedded applications is almost identical to that in automotive, meaning that we can truly leverage our technology investments across a broader addressable market.” John Giamatteo, CEO, BlackBerry Ltd
Caravans & RVs
“Trends across RV/caravan/truck remains soft.” Market Statement, Amotiv Ltd [formerly GUD Holdings Ltd]
Global Consumers
“Two things stood out on the positive side. The bike market at least the premium end of the bike market was coming back nicely [in late 2024], which helped us. And the European consumer was increasingly healthy… If anything, the U.S. market or the North American consumer is becoming more negative.” Mattias Ankarberg, CEO, Thule Group
“There continues to be considerable uncertainty driven by macro and geopolitical circumstances." Calvin McDonald, CEO, Lululemon Inc
UK
“UK brick consumption in 2024 was similar to 2023 at around 1.7 billion bricks. And this is down from a sort of a normalized market of 2.5 billion in 2022 and 2021. U.K. dispatches in this period were 1.4 billion with imports making up the difference.” Peter Sharp, CEO, Michelmersh Brick Holdings plc [UK’s largest brickmaker]
Paint
“In terms of future demand, our strength is that our business does not have to worry about demand diminishing going forward. There would be ups and downs in the short term, but we are not concerned about the longer term.” Yuichiro Wakatsuki, CEO, Nippon Paint Holding Co [owner of Dulux & one of the world’s largest paint companies]
Building
“Now in today's world, we are witnessing very powerful megatrends that are indeed transforming the way we build. Population growth and urbanisation are driving construction spend in the cities… At the same time, to prolong the life of existing buildings, we see increased opportunities for energy-efficient refurbishment. The emphasis on modular construction is also growing.” Miljan Gutovic, CEO, Holcim Group [one of the world’s largest cement & concrete companies]
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