US transition risk and reward: GrainCorp CEO
Robert Spurway says protectionist policies could disrupt global supply chains, but efforts to streamline US regulations might create opportunities for more efficient trade.
Robert Spurway says protectionist policies could disrupt global supply chains, but efforts to streamline US regulations might create opportunities for more efficient trade.
Debby Blakey says many of her fund’s members have felt the weight of higher mortgage repayments, rent and higher energy and food bills over the past year.
Antony Shaw says the RBA’s narrow path approach is helping employment rates, but it’s a slow grind to get inflation to fall sufficiently.
Mauro Neves de Moraes says his largest preoccupation is securing long-term economic gas supply, an essential feedstock in the company’s products.
Chris Bayliss expects the Reserve Bank to begin trimming interest rates in the second half of 2025.
Andrew Yates says there is a strong anticipatory feeling within the business community that once interest rates start to drop, spending and consumer confidence will open back up.
Bob Belan says his group will be piloting several very specific AI and Gen AI use cases in 2025.
Tony Lombardo says material price increases have slowed to near pre-pandemic levels, though labour costs remain high. While price increases are stabilising, the new baseline is likely here to stay.
Sue van der Merwe says one part of the economy where she’s seeing good activity is in pubs and clubs, where Keno performance has been strong.
Campbell Hanan says policy to address a chronic undersupply of housing in Australia is critical to set right affordability challenges.
Alexis George says Australia’s economy has slowed to a crawl, amid the biggest slump in per capita GDP since the early 1990s recession, outside of the pandemic.
Matt Halliday calls for economic discipline, to enable the forecast interest rate cuts that will assist in stimulating the economy.
Adam Watson is focused on doing everything he can to keep energy costs low, amid an uncertain environment.
Outgoing banking boss Shayne Elliott says we may have passed the worst but risks remain in the outlook.
Mining boss Jakob Stausholm says Australia needs to grasp the opportunities and ensure it does not price itself out of the market.
Shemara Wikramanayake expects the RBA to ease rates toward the middle of next year, easing pressure on household budgets and supporting the housing market.
David Koczkar says many of his customers experienced cost of living pressures this year, and he expects that to continue into 2025, even if there is a rate cut.
Andrew Irvine says Australia needs more skilled migrants and to be more innovative on types of housing and construction methods, to address its crisis.
Stuart Tonkin says his company is 100 per cent leveraged to the precious metal at a great time in a bull gold market.
Frank Calabria says global energy transition presents enormous opportunity for Australia to be a leading economy in decarbonisation.
Original URL: https://www.theaustralian.com.au/business/companies/page/6