Welcome to the two-speed
recovery 3
Charting the outlook for global 3
capex, industry by industry 3
Methodology 4
Outlook summaries 4
Drilling down: by region 5
Drilling down: by subsector 6
General sector indicators 13
Americas 14
EMEA 15
Asia Pacific 16
Manufacturing 17
Americas 18
EMEA 19
Asia-Pacific 20
Construction 21
Americas 22
EMEA 23
Asia-Pacific 24
Transport 25
Commercial vehicles 26
Aerospace 27
Shipping 28
Process industries 29
Oil & Gas 30
Mining 31
Chemicals 32
Utilities 33
Americas 34
EMEA 35
Asia Pacific 36
Consumer 37
Americas 38
EMEA 39
Asia Pacific 40
IBES Aggregates 41
Sector Indicators 42
Global sector coverage 45
Stock coverage 46
Revenue exposure 50
Revenue exposure 50
Summary data 52
Valuation data 60
Financials 68
Financials in USD 76
Consensus estimates 84
HSBC vs Consensus 88
Company profiles 97
Disclosure appendix 133
Disclaimer 135