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"It's a tough time for the hospitality industry - we're facing a range of headwinds undoubtedly, and Crown is not immune from that. But premium dining experiences remain a key driver of visitation, tourism and economic activity."
Freight
"We have been in a freight recession, not least when it comes to the long haul, for quite some time." Martin Lundstedt, CEO, AB Volvo
Streaming & Content Creation
"Gen AI is scaling quickly across the entire creative process, from concept to pre-vis [previsualisation] through post and delivery. We're making higher-quality output more quickly and efficiently than we could have using traditional methods." Ted Sarandos, Co-CEO, Netflix, Inc.
Air Travel
"As we sit here midyear, demand could evolve from here, but it's been far more resilient than many of us would have expected. We do not have a demand problem." Larry Culp, CEO, GE Aerospace [world's largest manufacturer of commercial jet engines]
Electricity Networks & Telecommunications
"Around the world, energy companies are competing for a limited pool of equipment." David Smales, CEO, AusNet
"I would love to be able to sit here and say there will be zero outages. The reality of a complex network environment with fast-evolving technology, you just can't. No telco around the world could guarantee that." Vicki Brady, CEO, Telstra Group Ltd
Hospitality & Leisure
"It's a tough time for the hospitality industry - we're facing a range of headwinds undoubtedly, and Crown is not immune from that. But premium dining experiences remain a key driver of visitation, tourism and economic activity." David Tsai, CEO, Crown Resorts Ltd
Asian Tourism & Luxury
"We're seeing the benefit of a lot of wealth creation in Southeast Asia. The most successful people in Asia are coming to Singapore, and their wealth keeps compounding." Patrick Dumont, CEO, Las Vegas Sands Corp. [operator of integrated casino resorts in Las Vegas, Macau & Singapore]
"Europe right now is not a particularly strong region - there is a slowdown in demand, and this is what makes growth good but not strong. Much of what Europe lost to weaker tourism, Asia recaptured, with locals buying strongly in Korea and China." Luciano Santel, CFO, Moncler S.p.A.
Chinese Vs Japanese Car Manufacturers
“Demand has shifted far too quickly for most of the large legacy vehicle OEMs [original equipment manufacturers] to foresee…It’s almost certain that we will see some Japanese manufacturers depart the local market. That is already happening in China.” Riz Akhtar, CEO, Carloop [Australian company that tracks EV market trends]
Modern Medicine
"There are about 500 rare diseases covered by modern medicines. But about 95 per cent of them are not covered. Science these days is making enormous leaps and progress in different avenues that five, 10 years ago were not available to us." Marc Dunoyer, CEO, Alexion [AstraZeneca Rare Disease division]
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Salt & Gold
"The demand for salt in the Asian market is expected to increase by 37 million tonnes per annum over the next decade. This is far greater than the forecast supply growth of 10 million tonnes per annum." Steve Fewster, CFO, BCI Minerals Ltd [operator of Australia's largest solar salt project]
"Despite the disappointment of gold coming off nearly 30%, this is still a very robust gold and antimony price environment." Nic Earner, CEO, Alkane Resources Ltd
Entrepreneurs
“As a young unproven entrepreneur, you work with whomever is willing to work with you. But once you’ve succeeded, you get to work with the people you choose to work with.” Travis Kalanick, Founder/CEO, Uber Technologies Inc/ATOMS Co.
Winter
"Despite year-to-date growth, the insulation category has been impacted during the winter sale period by weaker consumer demand associated with unseasonally warm weather on the east coast of Australia. Trading in New Zealand continues to outperform Australia." Market Update, KMD Brands Ltd
Corporate Sector & Technology
"In my conversations with many CEOs, they're all still barely scratching the early stages of what's possible here…If anything, over the past year we've gotten more bullish on the opportunities ahead." Sundar Pichai, CEO, Alphabet Inc.
Credit Ratings & Debt Issuances
"In recent months, the geopolitical and economic backdrop has become substantially more challenging for many of our customers...Despite the turmoil in the macro environment, issuance was resilient." Martina Cheung, CEO, S&P Global Inc.
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