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Global Business Monitor

Industrial and Regional Trends

The Monitor highlights current transformation trends in key sectors of the world economy and the changing role of individual countries and regions in the global market. Industrial and regional trends are identified based on analysis of the strategic decisions of major international companies and regulators' actions taken in the face of current global challenges, including technological decoupling, protectionism, sanctions, the climate agenda, and accelerating digitalization

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Global Business Monitor

Methodology

The Monitor explores the activities of the largest companies and regulators in 12 industries of the world economy characterised by a high degree of globalisation. For each industry, 20 to 30 companies are selected based on the following criteria:

  • is the leading company in the industry or one of its major segments
  • its activity in the industry accounts for at least 50% of revenue
  • the company is active internationally, rather than focused on the domestic market
  • at least one-third of the companies in the industry are from developing countries

Industries

  1. Oil and gas
  2. Iron and steel industry
  3. Food sector
  4. Pharmaceuticals
  5. Automotive industry
  6. Semiconductor industry
  7. Consumer electronics
  8. Industrial IT equipment
  9. Platform business
  10. Software
  11. Telecommunications sector
  12. Transport and logistics

Research Methodology

The research of each industry is conducted in three areas:

  1. Identification of key trends and events— industry development directions shaped by players and regulators— based on the analysis of media, company websites, and the opinions of analysts and industry experts.
  2. Analysis of companies’ revenue dynamics to identify the reasons for the emergence of leaders and outsiders
  3. Analysis of the dynamics of companies' share prices and identification of the reasons for the emergence of leaders and outsiders.

As part of the research, the following is calculated for the pool of companies as a whole, specific industries, and country groups:

  • Global Activity Index (GAI) = the share of companies that increased sales compared to the previous period in the total number of companies

The index can range from 0% to 100%. A Global Activity Index above 50% demonstrates positive dynamics in the industry during the previous period, when more than half of the largest players were able to increase their revenues

As part of the study, the following is calculated for the pool of companies as a whole, individual industries and country groups:

  • Average share price gains = arithmetic mean of changes in weighted average closing prices on daily trading volume

Share price gains demonstrate investors' expectations and provide information about the possible near-term prospects for individual companies, industries and regions.