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Business insights across the market

NAOS Asset Management

"I view our robotics as extending human capability in a way that allows us more efficiency, the automation that we add really doesn't eliminate jobs, it just makes the jobs at our fulfilment centres more efficient and redirects employees to more sophisticated tasks" Tye Brady, Chief Technologist – Amazon Robotics Show More

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Business insights across the market

NAOS Asset Management

“We have seen a marked increase in the frequency of securities class actions as well as the average size of the settlement for those class actions. Until about three years ago, you would have expected to see around two securities class actions a year in Australia. In the last two... Show More

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Business insights across the market

NAOS Asset Management

“The United Nations Food and Agriculture Organisation estimates the world’s demand for food by 2050 will need a 60 per cent increase in the amount of food currently available. Australia is well placed to become one of the world’s great food bowls. The opportunity is huge” Sam Sicilia, Chief Investment... Show More

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Business insights across the market

NAOS Asset Management

CEO’s and business leaders' comments can provide valuable insights and provide a greater understanding of the current investment environment and key trends that may be emerging. Below are 22 quotes from the week which in our view detail some of the most important and prominent industry trends and economic factors... Show More

See what The CEO's thought of Tourism, Vitamins and Commercial Property this week

NAOS Asset Management

“Currently less than 10% of Chinese nationals actually hold a passport, and that's a population of 1.3 billion. The opportunity for tourism in New South Wales and Australia is massive” Geoff Culbert, CEO, Sydney Airport Show More

See what The CEO's thought of the Domestic Economy, Chinese Manufacturing and Agriculture this week

NAOS Asset Management

“The Melbourne, Sydney and Brisbane economies are performing very strongly, driven a lot on the back of the infrastructure spend and now the pickup in sentiment. The pipeline of infrastructure projects continues to build” Scott Charlton, CEO, Transurban Show More

See what The CEO's thought of Green Energy, Credit Growth and Urbanisation this week

NAOS Asset Management

“I don't think there is anything to worry about, even if we do see further falls. I'm not in the business of being able to predict day-by-day or week-by-week movement of industries. But I'm not worried about what we're seeing” Andrew Formica, Co-CEO, Janus Henderson Show More

See what The CEO's thought of Agriculture, Gold and Social Media this week

NAOS Asset Management

“Few countries grow a significant number of sheep like Australia. With global demand for sheep, meat and wool continuing to strengthen, the market for suitable land is very buoyant, with record prices being achieved for these grazing assets, supported principally by well-capitalised local farming families” Danny Thomas, Director, CBRE Asia... Show More

See what The CEO's thought of Tourism, Telecommunications and Financial Markets this week

NAOS Asset Management

“Overall, given the strength of CEO expectations on employment, Australia could add more than 400,000 new jobs in 2018. An achievement of this magnitude would make critical inroads into both the rate of unemployment and the naggingly high rate of ­underemployment” Innes Willox, CEO, AI Group Show More

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See what The CEO's thought of Commodities, US Tax Reform and Heavy Industry this week

NAOS Asset Management

“Tax reform gives us the opportunity to be more competitive globally and to accelerate plans for the U.S. Some guiding themes are clear and consistent with how we've been investing — lower prices for customers, better wages and training for associates and investments in the future of our company, including... Show More

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See what The CEO's thought of Crypto Currencies, US Tax Reform and Residential Housing this week

NAOS Asset Management

“In terms of crypto currencies generally, I can say, almost with certainty that they will come to a bad ending. When it happens, I don’t know” Warren Buffett, Chairman, Berkshire Hathaway Show More

See what The CEO's thought of the Domestic Economy, Media and Cattle this week

NAOS Asset Management

“This acquisition Fox & Disney reflects a changing media landscape, increasingly defined by transformative technology and evolving consumer expectations. As we've repeatedly discussed in earnings calls and in other forums, today's empowered consumers want more, more compelling, high-quality entertainment, more access to content, more choice, and more convenience” Robert Iger,... Show More

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See what The CEO's thought of Bitcoin, Gold and Technological Change this week

NAOS Asset Management

“The current fascination with these currencies feels more like a speculative mania than it has to do with their use as an efficient and convenient form of electronic payment” Phillip Lowe, Governor, RBA Show More

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See what The CEO's thought of Agriculture, Taxation and Advertising this week

NAOS Asset Management

“From early in the day, we experienced visitor numbers that far exceeded our expectations” Rocco Braeuniger, Country Manager, Amazon Australia Show More

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See what The CEO's thought of Wool Prices, Selling into China and Dairy this week

NAOS Asset Management

“Anyone in Australia who thinks they can just find a Chinese partner and have instant success in selling their products there is kidding themselves” Mark Allison, CEO, Elders Show More

See what The CEO's thought of the US Economy, Tourism & Travel and Commodities this week

NAOS Asset Management

“There are 4.8 million Airbnb users in Australia and 122,500 active listings, an increase of 40 per cent over last year” Joe Gebbia, Co-founder, Airbnb Show More

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See what The CEO's thought of Housing, Fitness and the Digital Wallet this week

NAOS Asset Management

“I don't see any sign of slowdown in the ability to digitize cash. I think the best description an analyst had coming off of our Investor Day was something like, I like Visa because they have a weak competitor called cash” Vasant Prabhu, CFO, Visa Show More

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See what The CEO's thought of Housing, the NBN and Banking this week

NAOS Asset Management

“There's been a lot of noise about the housing market over the last 12 months, but all the signs are that there will be an orderly slowdown in growth rates. Growth has started to slow in New South Wales and Victoria and we expect that to continue, but we don't... Show More

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See what The CEO's thought of Social Media, Streaming & Fintech this week

NAOS Asset Management

“YouTube now has over 1.5 billion users. On average, these users spend 60 minutes a day on mobile. But this growth isn't just happening on desktop and mobile. YouTube now gets over 100 million hours of watch time in the living room every day, and that's up 70% in the... Show More

See what The CEO's thought of the Global Economy, Automotive & Retail this week

NAOS Asset Management

As part of the NAOS investment process, we pay particular attention to the comments made by company CEOs and business leaders in order to gain a greater understanding of the current investment environment and key trends that may be emerging. Below are quotes from the week which in our view... Show More

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