Sector Risk

Agrifood

Inflation affecting the entire production chain

Automotive

Chip shortages to delay the recovery (and increase the pressure related to structural challenges)

Chemicals

The energy crisis is hitting the sector hard, notably basic-chemicals producers in Europe

Construction

Quarantined with support

Electronics

Record sales in 2022 again despite a high-risk environment

Energy

Time to step-up some investments

Household Equipment

Towards normalization in 2022

IT Services

Covid-19 legacy drives IT spending

Machinery & Equipment

The post-pandemic rebound is over

Metals

Weakness from end markets and commodities volatility

Paper

New consumption patterns due to digitalization and environmental awareness are negatively reshaping the sector

Pharmaceuticals

Pandemic-driven revenue growth fades, but robust pipeline of new medicines will assure growth in the mid-term

Retail

Coping with inflation and Covid-19 again in 2022

Telecom

5G to finally take off in 2022

Textiles

A slow and only partial recovery in 2022

Transport Equipment

The slow recovery in global demand and new Delta risks hardly bode well in the short run

Transportation

A boost from post-pandemic demand but higher costs ahead

Downloads

Q4 2022 Sector Risk Map

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Sector Risk Methodology

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