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“The pro sports technology market is expected to reach more than $40 billion in size in the next 3 years, with over 20,000 elite teams using many different types of sports technology. With live sports becoming one of the last vestiges of live entertainment, we expect continued growth and investment in our industry”
Laboratories & Testing
“Despite softer sample volumes, we have seen a persistent and structural change in demand for metals associated with battery storage and electrification” Malcolm Deane, CEO, ALS Ltd
“The laboratory grown diamond category continues to expand, with higher sales growth and margins, helping to offset high input costs for both mined diamonds and gold” Daniel Bracken, CEO, Michael Hill International Ltd
Agriculture
“What we're seeing is an 18-month to 24-month livestock price recovery. So we see cattle and sheep recovery coming at different rates at different paces. But that's our assumption. And we're talking about an average season for winter crop” Mark Allison, CEO, Elders Ltd
Consumer Electronics
“There's something profoundly wrong with the global display industry. I mean it has the qualities of being a phenomenally big market…yet a bunch of competitors, including ourselves, who have thus far been kind of cookie-cutter or copycats of each other in terms of the business model, combining high capital intensity with no differentiation and low profitability as a result. This has to change in the most profound way” Scott Callon, CEO, Japan Display Inc
Sports & Technology
“The pro sports technology market is expected to reach more than $40 billion in size in the next 3 years, with over 20,000 elite teams using many different types of sports technology. With live sports becoming one of the last vestiges of live entertainment, we expect continued growth and investment in our industry” Will Lopes, CEO, Catapult Group International Ltd
Construction
“[Cement] Volumes year to date have been relatively steady and at this stage, we expect this to continue through the remainder of FY24” Vik Bansal, CEO, Boral Ltd
“You can’t stop building schools, hospitals, railways, we’ve got a housing crisis that means you can’t stop building houses” Jon Davies, CEO, Australian Construction Association
Freight, Transport & Logistics
“The industry continued to normalise in the third quarter, with a return to pre-pandemic market conditions. The slowdown in the global economy is expected to continue weighing on our industry in the period ahead” Rodolphe Saadé, CEO, CMA CGM [one of the largest freight & logistics companies in the world]
“Regarding recent results, the business environment was more challenging than we had anticipated” Shuichi Ishibashi, CEO, Bridgestone Corp
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Automotive
“If we look at vehicles that are being repaired that are newer vehicles, say, the 1- to 3-year-old range, the average repair cost of those vehicles is meaningfully higher than you would see in 4 to 7 and then 8 plus. So that’s really a reflection, newer cars are more expensive to repair” Timothy O'Day, CEO, Boyd Group Services Inc [major US smash repairer]
Energy & Convenience
“We want customers to leave their vehicle while it’s charging, come and have a coffee, something to eat, sit down in the store …as opposed to having electric charges stuck on a car park at the back of the service station” Scott Wyatt, CEO, Viva Energy Ltd
Investment Banking
“The transaction pipeline in the Corporate Advisory [CA] business remains strong. However, the difficult operating environment makes execution timing more uncertain. Materially lower M&A [mergers & acquisitions] and ECM [equity capital markets] volumes are being experienced across the investment banking market” Market Statement, MA Financial Ltd
Mortgages & Credit Quality
“They’re actually muddling through pretty well” Shayne Elliot, CEO, ANZ Group Holdings Ltd
Retail
“As we enter the all-important Christmas period, the start to November trade is encouraging” Daniel Bracken, CEO, Michael Hill International Ltd
Health & Wellness
“Social prescribing is recognising that so much about health and well-being, as important as clinical medical factors are so much of our overall health and world being is influenced by our social circumstances, whether we have a job, whether we are lonely, whether we're using substances, whether we live in a safe neighbourhood, whether we have secure housing, how well we're eating” Mark Fitzgibbon, CEO, NIB Holdings Ltd
US Economy
“We've seen more and more consumers delaying their spending until the last moment…This is a clear indication of the pressures they're facing as they work to stretch their budgets until the next paycheck” Brian Cornell, CEO, Target Corporation
“In the U.S., we may be managing through a period of deflation in the months to come” Doug McMillon, CEO, Walmart Inc
Inflation
“This notion of infrastructure investment being inflationary is fundamentally wrong. Infrastructure is an investment, not an expenditure government money goes out, but it’s going into something that has lasting benefits. If there is a productivity gain associated with infrastructure, then that in itself has deflationary attributes” Ryan Stokes, CEO, Seven Group Ltd
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