The report provides coverage of the fintech opportunities, cybersecurity strategies, and sustainability themes among others.
Business sentiment continues to improve and shows a clear recovery since the onset of COVID-19. Sentiment in the year 2021 was up by 8% increase compared to 2020. Each key sector showcased a sentiment uptrend.
The Technology sector had the highest sentiment, while Industrials, Consumer Industries and Financials had the highest sequential sentiment growth in Q3 2021. Optimism around digital themes and general outlook drove the positive trend in overall business sentiment.
While the macroeconomic risks persist, looking at the improvement in sentiment, it seems that companies are optimistic about the future, despite also discussing potential challenges such as inflation, cost, shortages, and supply chain.
North America and Asia Pacific have seen the most mentions in 2021. Vietnam emerged as a key geography with discussions around persistent lockdowns, as well as around outsourcing.
Major findings discussed in the report:
Earnings Transcript Summary 2021: Business sentiment improved in 2021, with Technology sector taking the lead. Vietnam gained amongst country mentions with outsourcing, closure and lockdown discussions. Blockchain saw a significant rise in theme mentions while increased discussions on Inflation, Shortages and Supply Chain may be the topics to watch out for in the year 2022
Global Business Sentiment: 2021 Global Business Sentiment shows a strong recovery with the highest gain in the past four years. Consumer Industries, Industrials and Financials witnessed the largest recovery in the sentiment, while Technology took lead in the overall sentiment
Country Highlight: Amongst the trending geographies, Vietnam emerged as a key country with 898 mentions in 2021, up from 691 in 2020, a growth of 30%. Around companies discussing Vietnam, Arcturus topped the chart followed by SolarEdge and GAP
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