ASX INVESTOR HOUR · SPEAKER: Ross Greenwood, Nine Network . LOCATION: Sydney Investor Hour . DATE:...
Transcript of ASX INVESTOR HOUR · SPEAKER: Ross Greenwood, Nine Network . LOCATION: Sydney Investor Hour . DATE:...
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SPEAKER: Ross Greenwood, Nine Network LOCATION: Sydney Investor Hour DATE: 17 April 2012
ASX INVESTOR HOUR Key investment themes
DISCLAIMER: The following material was presented at ASX Investor Hour. The views, opinions or recommendations of the presenters are solely their own and do not in any way reflect the views, opinions, recommendations, of ASX Limited ABN 98 008 624 691 and its related bodies corporate (“ASX”). Information and material presented at the seminar is for educational purposes only and does not constitute financial product advice. Investors should obtain independent advice from an Australian financial services licensee before making investment decisions. No responsibility is accepted by ASX for any loss or damage arising in any way (including due to negligence) from anyone acting or refraining from acting as a result of this information or material. © Copyright 2012 ASX Operations Pty Limited ABN 42 004 523 782. All rights reserved 2012.
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OUR MULTI-SPEED
ECONOMY
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2011-12 Federal Budget
Project Pipeline
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SO WHAT HAPPENED?
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$15,000,000,000,000
US GOVERNMENT DEBT
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$16,400,000,000,000
US GOVT DEBT RISING TO:
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BORDERS, COLORADO, SLEEP CITY
WOW
RETAIL FAILURES
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BILLABONG DICK SMITH
PREMIER RETAIL
RETAIL SLOW-DOWN
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NONI B LORNA JANE WOTIF.COM
DOMINOS PIZZA
BUCKING THE TREND
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COSTCO ZARA
TOP SHOP* UNI-QLO*
NEW ENTRANTS
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DELOITTE-ACCESS ECONOMICS
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OUR MULTI-SPEED
ECONOMY
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