About this episode

The episode discusses Australia's major defence investment cycle and its economic implications with insights from experts.

Australia is entering a major defence investment cycle, but what will it mean for the economy and which businesses and industries stand to benefit? Host Mandy Drury speaks with CommBank Senior Economist, Business & Industry Ryan Felsman about why the global peace dividend is over, Australia's growing defence investment, the role of AUKUS and the challenges of building Australia's sovereign defence capability. They also explore the opportunities for shipbuilders, engineering firms, technology companies and SMEs, as well as the states likely to receive the greatest economic benefit from increased defence spending. Plus, CommBank Economist and Currency Strategist Samara Hammoud shares the key focuses for markets in the week ahead. Important Information This podcast is approved and distributed by Global Economic & Markets Research (“GEMR”), a business division of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945 (“the Bank”). Before listening to this podcast, you are advised to read the full GEMR disclaimers, which can be found at www.commbankresearch.com.au . No Reliance This podcast is not investment research and nor does it purport…

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