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Sector Reports

We analyse risk across economic sectors to provide you with valuable insights and inform your decisions. Our expertise is your best business ally.

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

Strong demand, higher prices and new products to send industry turnover to new highs in 2021

Energy

Time to step-up some investments

Household Equipment

Recovery on the cards for 2021

IT Services

Back to growth in 2021 amid tech-driven economic recovery

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

Return to a sense of normal in 2021

Telecom

5G, improving economic environment to rekindle growth in 2021

Textiles

Moderate recovery in activity expected for 2021

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

Q2 2021 Sector Risk Map

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Sector Risk Methodology

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