Scorecards 3
Global sectors 3
Regional sectors: US 4
Regional sectors: Europe ex UK 5
Regional sectors: UK 6
Regional sectors: Asia ex Japan 7
Regional sectors: Japan 8
Global cross-regional ranking of sectors & industries 9
Appendix 1: methodology 14
Three levels of analysis 15
Scorecard tables 15
Scorecard factors 16
Appendix 2: valuation model
data 19
Sector valuations and composite ranking 20
Disclosure appendix 25
Disclaimer 27
Contents