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.
"We are by no means experiencing a short-term downturn, but rather a structural shift. Customer expectations are changing. Competition has also become much more dynamic."
Oil & Oilfield Services
"The market is starting to exhibit the characteristics of an upcycle. International and deepwater activity is growing...final investment decisions for long-cycle projects are expected to increase by approximately 30% year-on-year in 2026." Olivier Le Peuch, CEO, SLB [the world's largest oilfield-services company, formerly known as Schlumberger]
Quantum Computing
"I think quantum will be a trillion-dollar value-adder by the end of the '30s." Arvind Krishna, CEO, IBM Corp.
Neobanks Vs Traditional Banks
"Our research shows neobanks grow primarily through superior customer experience, ease of use, trust, and local relevance, rather than through pricing alone." Simon Wake, CEO, Ipsos Australia [major global market research companies]
Chinese Automakers Vs European Automakers
"This is not a Volkswagen crisis, it's an industry crisis." Oliver Blume, CEO, Volkswagen AG
"We are by no means experiencing a short-term downturn, but rather a structural shift. Customer expectations are changing. Competition has also become much more dynamic." Michael Leiters, CEO, Porsche AG
Semiconductors
"The rise in memory chip prices is affecting the whole industry, not only Samsung. But the innovation in AI brings about a bigger change that...is very deeply moving into our everyday lives." Won-Joon Choi, COO, Samsung Electronics
Consumer & Business Spending
"What we've seen transpire in the last eight weeks has definitely seen consumers tighten their purses even further." Olivia Wirth, Executive Chair, Myer Holdings Ltd
"Consumer and business spending remains resilient.” Ryan McInerney, CEO, Visa Inc.
Food & Beverage
"The food industry is at a tipping point, and health through food has never been more relevant." Antoine de Saint-Affrique, CEO, Danone S.A.
"Across much of the world, we see an uneven consumer environment. The economy is strong in many places, yet many consumers face inflationary pressures, geopolitical uncertainty and economic challenges. They are evaluating how they shop, what they value and what they want to put in their basket." Henrique Braun, CEO, The Coca-Cola Company
Tokenmaxxing vs Cost
“We’ve had bill shock this year in the tens of millions of US dollars over and above our budget, which even for a business of our size is really something.” Steve Hasker, CEO, Thomson Reuters
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.
Luxury Market
"Despite continued instability in the macro environment, trends improved across all geographies in the first half, and where wealth is created, consumer appetite for luxury and for our products, in particular, is strong." Cécile Cabanis, CFO, LVMH Moët Hennessy - Louis Vuitton
Drones & Conflict
"The threat that matters most is the one we have not yet encountered, and by the time we encounter it a second time, it will have changed again. The world is moving to software-defined radio, where waveforms can be rewritten in software, and the spectrum has become a genuinely dynamic battlespace." Angus Bean, CEO, DroneShield Ltd
Mining Exploration & Lab Testing
"Within [our] Commodities [division], Minerals is running ahead of organic growth expectations with a continuation of the exploration conditions we experienced in the second half of FY26. While major and mid-tier clients have continued at similar heightened sample volume levels, we have seen growth in activity from juniors at a faster pace." Malcolm Deane, CEO, ALS Ltd
Iron Ore
"Iron ore demand remains resilient and stable." Simon Trott, CEO, Rio Tinto Ltd
Agents
"Our bet is...that consumer personal agents is going to end up being an extremely important and massive market. It's extremely unlikely, if you look out five years from now, that you don't have billions of people with a personal agent that understands your goals and that is just working on your behalf, 24/7, to achieve your goals.” Mark Zuckerberg, CEO, Meta Platforms, Inc.
Exporters & Packaging
“The timing of potential tariffs is terrible, and clearly that will hurt exports. Our immediate concern is the unstable flow of oil and related derivatives, which may result in shortages, inflated oil prices, freight rates soaring and general supply chain volatility.” Raphael Geminder, Chairman, Pact Group
Office Markets
"We share a high conviction in the Sydney and Brisbane office markets and see a compelling opportunity to create long-term value by investing in high-quality assets at this point in the cycle." Peter Menegazzo, CEO, Investa
Join our investment community. Be the first to receive NAOS News, Insights and Invitations.
