Overstating the case much? Here's the sensitivity analysis from...

Overstating the case much? Here's the sensitivity analysis from FY12:


"Based on the financial instruments held at 30 June 2012, had the Australian dollar weakened/strengthened by 5% against other foreign currencies at that date, with all other variables held constant, it is estimated that equity would have been $1,993,000 higher/$1,082,000 lower (2011: $1,972,000 higher/$735,000 lower), arising from forward foreign exchange contracts and foreign currency options designated as cash flow hedges. The Group’s exposure to unhedged amounts is not material."

One can look to negotiate better terms from suppliers, in addition to trying to pass on cost increased to consumers.

I would argue that, in a low interest rate environment, housing activity would be one of the sweeter spots with white-ware playing into that.

http://www.abc.net.au/news/2013-05-30/business-investment-falls-but-housing-picks-up/4722762