SMBC Industry Trends

Sumitomo Mitsui Banking Corporation provides a variety of reports:

Industry Research Report: Regularly issued for clients.
Global Economic and Major Industry Trends (Full Version): Covers global economic trends, demand and market conditions for major industries (23 sectors), and the performance trends of key companies.
Monthly Review (Industry Topics): Highlights noteworthy industry and market trends.
Monthly Review (Full Topics): Provides a comprehensive monthly summary of topics including economics, industry, finance, and Asia.
Industry-Specific Reports: Available for each of the major industries (23 sectors).

Industry Reports

2023/12 - COP28: Oil-Producing Countries vs. Advanced Nations on Fossil Fuel Abolition
2023/12 - 2023 Review and 2024 Industry Outlook
2023/11 - EU Emissions Trading System Revision and Carbon Border Adjustment Mechanism Introduction
2023/7 - Global Industry and Performance Trends (June 2023)
2023/6 - EU Green Deal Industrial Plan: US Countermeasures and Industrial Competitiveness
2023/4 - Global Industry and Performance Trends (April 2023)
2023/1 - CCUS Trends in the Americas
2022/12 - Global Industry and Performance Trends (as of December 2022)
2022/11 - US Retail Industry Trends: The Future of Holiday Season
2022/11 - 2022 US Midterm Election Results and Economic & Industrial Impact

2020/1/24 - The Rise of US Platformers and Changes in Industrial Structure
2019/11/26 - Strategic Changes in the Automotive Lithium-ion Battery Industry
2019/9/27 - Accelerating Consolidation in the Chinese Steel Industry
2019/7/31 - Expansion of Supply Chains to ASEAN in the Electrical Industry
2019/5/31 - Growth Prospects for European Electric Vehicle (EV) Charging Infrastructure
2019/3/22 - Vibrant Venture Capital Investment in the US and Future Focus Points
2019/1/30 - Trends in China’s Semiconductor Industry
2018/11/22 - Current Status of China’s Environmental Regulations and Business Opportunities for Japanese Companies
2018/9/25 - Current State of the ASEAN Cold Chain Market and Logistics Operators’ Strategic Shift
2018/7/30 - Accelerated Introduction of Offshore Wind Power in Europe
2018/5/28 - New Developments in US Shopping Malls for Survival
2018/3/20 - Changes in Investment Strategies for Korean-Taiwanese Petrochemical Manufacturers

2024/2/8 - Monthly Review (February 2024)
- Perspective - Effective Utilization of Local Subsidiaries to Recover from Late Entry into the ASEAN Market
- Economic Topics 1 - Booming Semiconductor-related Construction Investments and the Challenges to Address
- Economic Topics 2 - Government Measures to Counter High Prices and Challenges Ahead
- Economic Topics 3 - Gradual Recovery Continues in the Kansai Economy
2024/1/12 - Monthly Review (January 2024)
- Perspective - Focusing on Policies to Strengthen Supply Capacity
- Economic Topics 1 - Japan’s Economy Gradually Recovers Led by Domestic Demand
- Economic Topics 2 - The Fate of Inflation Holds the Key to the US Economy in 2024
- Asia Topics - Asia’s Economy Faces Risks Despite Expected Recovery

Industry (1)	Industry (2)	Industry (3)	Industry (4)
Steel	Oil & Gas	Petrochemicals	Pulp & Paper
Pharmaceuticals	Food	Electronic Components & Semiconductors	Appliances
Machinery	Automobiles	Shipbuilding	Communications
Shipping (Overseas)	Aviation	Land Transportation & Warehousing	Construction
Real Estate	Apparel	Supermarkets & Drugstores	Dining Out
Leisure	Electricity	Information Services	Travel & Hotels

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