In episode 28 of Stocks Neat Co-Portfolio Manager Gareth Brown and CIO Steve Johnson discuss the prospect of price gouging in major Australian industries, the role future Competition Policy has to play, and the potential implications for investors.
The topic of competition problems in Australia has garnered increased publicity in recent times, driven by concerns over long-term productivity issues and the more immediate price impact Australian households are experiencing.
In this episode, Gareth and Steve discuss local oligopolies in the supermarket, airline and toll spaces, and what future Competition Policy shortcomings could mean for consumers and investors. Listen to the full episode to find out more.
“From a business perspective, there have been really good examples of companies [Gillette] pushing the dominant market position and pricing power too far, to the point where they create enough of an incentive for someone to actually enter an industry and become a real competitor."