Empower your investment journey with knowledge. Subscribe to NAOS News & Insights.
By subscribing you consent to NAOS using your personal information in accordance with its Privacy Policy, a copy of which is available here.
By subscribing you consent to NAOS using your personal information in accordance with its Privacy Policy, a copy of which is available here.
"For more than 150 years, denim has anchored the global wardrobe, outlasting virtually every trend in fashion. Today, the continued trend towards casualization is a structural tailwind fuelling denim growth globally, and the category is projected to grow mid-single digits annually through 2030, outpacing its historical growth."
Geopolitics
"I think regardless of what we do, that wouldn’t change the narratives, because of my Chinese ethnicity and because of how the geopolitics is sort of getting worse." Jack Zhang, CEO, Airwallex
Renewable Fuels
"Today, Australian agriculture produces many of the essential raw materials, or ‘feedstocks,’ used in renewable fuel production, including canola, tallow and used cooking oil. Yet most of these feedstocks are exported overseas…Canola alone tells the story. Now Australia’s second-largest export to Europe after coal, around 80 per cent of the crop is exported and used in renewable fuel production overseas – enough to produce roughly 1.6 billion litres annually." Robert Spurway, CEO, GrainCorp Ltd
Water
“Australian water costs remain well above long-term average prices. Despite promising early rainfall in key catchment areas, the Bureau of Meteorology has confirmed that Australia is now in an El Niño phase, which typically increases the likelihood of drier winter and spring conditions across parts of southern and eastern Australia this year. This may result in lower rainfall and higher water costs throughout the next growing season.” Market Statement, Cobram Estate Olives Ltd
AI
"AI infrastructure and the underlying energy requirements are the single largest theme at Brookfield today, bar none.” Conor Teskey, CEO, Brookfield Asset Management Ltd
Sports Rights Value
“Given the performance of rugby league on Nine over the past three decades and what we’re seeing globally with premium sports rights, we are pleased to secure this contract for what is effectively an annual CPI increase.” Matt Stanton, CEO, Nine Entertainment Co. Ltd
Overseas Expansion
“The funny thing is, most New Zealand businesses fail when they go to Australia, and most Australian businesses fail when they go to the US.” Paul Newfield, CEO, Morrison [leading global infrastructure management co.]
Australian Food & Beverages
“The strong consumer response underscores demand for premium Australian products across North Asia.” Market Statement, SPC Global Holdings Ltd
Retail Investors
"Today is really about how AI completely levels the playing field between retail investors and the most sophisticated investors across the globe." Jonathan Assia, CEO, eToro Group Ltd
Join our investment community. Be the first to receive NAOS News, Podcasts, Insights and Invitations.
By subscribing, you consent to NAOS using your personal information in accordance with its Privacy Policy, a copy of which is available here.
India & Australian Business Investment
“This is an economy growing at six per cent a year, on track to be the world’s third largest by 2030, with a middle-class set to hit 600 million by 2035.” Bran Black, CEO, Business Council of Australia
Wind Farms Developments
"Coal extensions are putting significant downward pressure on market pricing which makes the [wind farm] investment decision very difficult." Walter Schutte, General Manager, Squadron Energy
Commercial Construction
"Looking forward, existing construction projects continue to progress, supporting ongoing demand for materials. However, macro uncertainty and broader cost inflation are leading to delays in, and in some instances cancellations of, new projects, particularly in the commercial sector." Market Statement, Fletcher Building Ltd
Denim
"For more than 150 years, denim has anchored the global wardrobe, outlasting virtually every trend in fashion. Today, the continued trend towards casualization is a structural tailwind fuelling denim growth globally, and the category is projected to grow mid-single digits annually through 2030, outpacing its historical growth." Michelle Gass, CEO, Levi Strauss & Co.
Platforms & Fund Flows
"Q4[FY26] net flows were modestly impacted by the recent Middle East conflict, associated market volatility and recently proposed tax changes , which resulted in a softening of net flows in the latter half of the quarter." Market Statement, Netwealth Group Ltd
Join our investment community. Be the first to receive NAOS News, Insights and Invitations.
