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“We are seeing a shift in merchant preference from hardware to software-based solutions. 4 out of 5 respondents in our recent market survey expect to start using a mobile point-of-sale device application within the next 2 years”
Commodities & Manufacturing
“Consumer confidence in the US has started to wane while manufacturing activity in advanced economies decelerated further as recessionary risks remain” Market Statement, Rio Tinto Ltd
Chinese Economy
“While most of our network has recovered to 2019 capacity levels or beyond, our China network has been last to recover” Brett Hart, President, United Airlines
“Subdued economic activity globally, particularly ongoing weakness in the real estate and construction industries in China, is continuing to impact global zircon consumption and Iluka product sales” Market Statement, Iluka Resources Ltd
Mining & Resources
“Looking ahead, we expect market demand to remain steady throughout FY24 as resource companies continue to respond to the high-cost environment, where the baked in increase in labour rates is likely to extend the recovery phase – particularly in regions such as Western Australia” Paul House, CEO, Imdex Ltd
Supply Chain
“As I mentioned, there has been some improvement in supply, although it is still limited to some manufacturers and vehicle types, and the wait times for in-demand vehicles such as hybrids remain quite long. As orders continue to grow at a healthy rate, this supply improvement is yet to make a meaningful difference to our order pipeline” Robbie Blau, CEO, SG Fleet Group Ltd
Healthcare
“As we look to the future, we remain confident of the opportunity to grow our markets. There remains a significant, unmet and addressable clinical need for cochlear and acoustic implants that we expect to continue to underpin the long-term sustainable growth of the business” Dig Howitt, CEO, Cochlear Ltd
Retirement & Financials
“With the structural tailwinds to the Australian retirement market, we have an exciting year ahead as we leverage our expertise to meet the growing need for guaranteed income and active investment management” Nick Hamilton, CEO, Challenger Ltd
Payments & Small Business
“We are seeing a shift in merchant preference from hardware to software-based solutions. 4 out of 5respondents in our recent market survey expect to start using a mobile point-of-sale device application within the next 2 years” Jonathan Davey, CEO, Tyro Payments Ltd
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Media & Advertising
“The reality of the matter is TV, including BVOD [TV on demand], is still one of the fastest ways to build reach quickly and have an impact” Karen Halligan, CEO, OzTAM [official source of TV audience measurement]
”It depends on what the headlines are in the newspapers everyday, which dictate some of the [advertising] spend that occurs or doesn't occur” John Wren, CEO Omnicom Group Inc
Infrastructure
“I think increasingly, our governments are talking about putting more density around the big infrastructure spend…Because when we're spending infrastructure that is a 50-to-100-year infrastructure spend, we've got to take every opportunity to design a lot of density, mixed tenure, different levels of affordable social and mixed-use outcomes on those properties” Tarun Gupta, CEO, Stockland
BTR/Build-To-Rent
“There is enormous potential in the BTR sector as an alternative to traditional homeownership and conventional rental properties, however the detached housing market has been slow to adopt this scheme” Ozzie Kheir, CEO, Resimax Group
“We’re a first mover in BTR and that’s a really exciting asset class, but it takes a long time to build scale” Campbell Hanan, CEO, Mirvac Group Ltd
Retail & Consumer
“With cost-of-living pressures remaining elevated, we continue to see strong customer demand for low-priced consumables that represent great value, particularly branded products. We expect this demand to continue throughout FY '24 and have increased our stock levels accordingly” Clinton Cahn, CEO, The Reject Shop Ltd
“I am hearing, as I interact with CEOs, particularly around consumer businesses, some softness, particularly in the last 8 weeks in certain consumer behaviours. I don't want to overamplify that because I think the economy and the consumer has been more resilient” David Solomon, CEO, The Goldman Sachs Group Inc
Lifestyle & Outdoor
“The tumultuous consumer outdoor market, which characterised fiscal year 2023 for our company, continued as expected into the fourth quarter” Michael Happe, CEO, Winnebago Industries
Environmental Footprint
“I think it'll be carbon neutral [an iPhone in 20-30 years’ time] and obviously it'll be way ahead of where it currently is but I wouldn't want to give you all of our secrets in that regard” Tim Cook, CEO, Apple Inc
Packaging & Beverages
“In Australasia, continued strength in cans with incremental volume growth from recent investments is expected to offset the ongoing softness in glass from lower commercial wine volumes” Brian Lowe, CEO, Orora Ltd
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