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Global Industry Perspectives
Too frequently, business managers and specialist analysts can’t see the strategic forest an industry is lost in, because they are focussing on the tactical trees of the businesses and markets that make it up. As a result detailed product forecasts can be rendered valueless if long term saturation issues or technical limits are misapprehended; assets and profitability may be destroyed by unexpected shocks to global financial markets; national market plans can succumb to shifts in the global balance of political or market power. cogentsi develops and applies scenario models from a global industry perspective to help you understand and prepare for what may lie ahead.
ENERGY helped to fuel the social and economic changes of the twentieth century, from the development of the automobile and the jumbo jet, through the great inflations of the 1970s and 1980s. It is set to have an even bigger effect on the twenty first century, starting with mounting concerns about global warming and further threats to world peace. cogentsi’s global energy models aim to capture not just the effects of the economy on energy markets, but the effect of energy on wider economic development – from shifts in world finance, through constraints on production, to rebalancing the global distribution of income and power. They take a long term perspective, and are available as a tool for bespoke strategy analysis or through the limited circulation newsletter QOTA, first published in 1987. (QOTA originally stood for Quarterly Oil Trend Analysis, but coverage today extends far beyond oil).
DRUGS are a growing part of a growing healthcare market, but they cost more and more to develop, and over the past decade the technological basis of innovation has been shifting from chemistry to biotechnology.
cogentsi models the world’s healthcare markets from a top-down perspective, the development of the new technologies, and the economics of the companies and industrial clusters that operate in healthcare, from biotechnology-dedicated firms to nursing homes for the elderly.
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