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“Despite the current market environment, the long-term supply demand fundamentals of the natural diamond industry remain compelling. Supply, is expected to halve by around 2045, with depletion of primary diamond mines and a lack of any significant exploration driving this. Only 2% of kimberlites are economically viable, and any discovery takes at least 10 years to generate revenue.”
Residential Property
“We’re one of the only markets in the world, and certainly within the top 20 economies, that has no buyer’s agent market. In the US market, 85 per cent of transactions are handled by buyers’ agents and other markets have a 20 to 50 per cent penetration rate, whereas Australia is around 3 per cent” David Hyman, CEO, Lendi Group
Agriculture
“With successive large crops in crop year '23 and crop year '24, we have full carryover levels and based on current water availability, expect a further substantial crop in crop year '25.” Paul Serra, CEO, Ricegrowers Ltd
Internet & Telecommunications
“Fixed Networks continues to be well positioned to benefit from strong demand in the fibre market. This is evident in markets where fibre is not yet deployed around the world and in more mature markets where customers are starting to upgrade” Pekka Lundmar, CEO, Nokia Corporation
“Superloop has continued to perform very strongly in the high value segment of the residential broadband market, with our high-speed plans (100Mbps or greater) now exceeding 50% of our base. We expect this trend to continue, driven by consumer demand for higher internet speeds, reliability and value.” Market Statement, Superloop Ltd
Domestic Economy
“From an everyday Australian consumer perspective, the GFC wasn’t that bad. We didn’t see high unemployment, and we didn’t see high inflation. Whereas, what we’re seeing now is much the other way around. We’re seeing interest rates and inflation almost impact from the bottom up.” Jason Preston, Chairman, McGrathNicol
Commercial Property & Fitouts
“Extended tender periods have delayed the start of several projects, affecting revenue recognition.” Peter Marix-Evans, CEO, Shape Australia Corp. Ltd
“[The] investment metrics displayed by recent sales activity support a softening in office market valuations” Ross Du Vernet, CEO, Dexus Ltd
Data Centres
“In this case [a major tech company] has come to us and come to many in the industry and said ‘I need as much power as you can make available’.” Jim Burke, CEO, Vistra Corp [one of the largest power producers/retailers in the US]
Regulation & Delays
“We have to make it easier to build new homes by bringing down the cost of construction and reducing the time it takes to build.” Denita Wawn, CEO, Master Builders Australia
“We know there are infrastructure jobs needed to be done. We know there are defence jobs that need to get done. We know there’s social infrastructure jobs, which have been announced, like hospitals and schools. We know there’s a residential shortage. The frustrating part is getting them through the development and approval process, so we can get going.” Vik Bansal, CEO, Boral Ltd
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Consumer Staples
“Consumers continue to buy just for what they need and make more frequent trips to the store. On the other hand, they are increasingly shopping the perimeter and continuing to cook at home. Certain categories such as spices and seasonings as well as condiments and sauces are seeing a benefit amid these trends.” Brendan Foley, CEO, McCormick & Co.
Sustainable Aviation Fuel (SAF)
“Flying is going to be more expensive [due to expensive SAF]. That is an issue, we are trying to improve efficiency to mitigate that, but it will have an impact on demand” Luis Gallego, CEO, International Airlines Group
Interest Rate Cuts
“We want to be more confident that inflation is moving sustainably down. We want to understand that the levels that we’re seeing are a true reading on what is actually happening with underlying inflation.” Jerome Powell, Chair, US Federal Reserve
Mining & Resources
“Despite the current market environment, the long-term supply demand fundamentals of the natural diamond industry remain compelling. Supply, is expected to halve by around 2045, with depletion of primary diamond mines and a lack of any significant exploration driving this. Only 2% of kimberlites are economically viable, and any discovery takes at least 10 years to generate revenue.” Richard Duffy, CEO, Petra Diamonds [major global diamond mining group]
Luxury Goods
“The luxury watch market, which is more than 90% Swiss, is robust, resilient, with a long-term focus on product quality and innovation. Demand for Swiss luxury watches exceed supply for key brands, and consumers often wait patiently for their chosen timepiece. In many cases for years.” Hugh Duffy, CEO, Watches of Switzerland Group Plc
“On the demand side, it is interesting to see projected growth in the US continuing, while India's growth in demand is projected to exceed China's, with its upper-and middle-class growth outperforming other countries and its luxury market expected to expand threefold by 2030.” Richard Duffy, CEO, Petra Diamonds [major global diamond mining group]
United Kingdom
“The consumer, there's a lot of pent-up demand to spend when the weather comes good.” Simon Roberts, CEO, J Sainsbury Plc
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