Sector Risk

Agrifood

Changes in consumer habits following the end of the Covid-19 pandemic might slow down the ongoing growth recovery

Automotive

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

Chemicals

Persistent supply-chain disruptions and new Delta risks slow growth since H2 2021

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

Robust post-Covid rebound but limited tailwind in the longer run

Metals

Weakness from end markets and commodities volatility

Paper

Addressing needs of tissue and wrapping papers following the surge in health and e-commerce activities due to the pandemic

Pharmaceuticals

Lavish windfall gains from biotechnological unicorns

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 blurry outlook ahead amid new Covid-19 variants

Downloads

Q3 2022 Sector Risk Map

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Sector Risk Methodology

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