The Counterpoint Macro Index aims to capture the environment and sentiment for the global technology industry. We look at issues and measures in macroeconomics, domestic and international politics, supply chains, industry performance and outlook, and regulatory events and outlook.
In May the Counterpoint Macro Index saw the worst reading for the global technology environment since the first months of the pandemic. More than half of the negative score was contributed by the Ukraine War, and the ensuring supply chain and inflationary issues. Underwhelming readings in the domestic scenes in US and China also contributed to the negative tone.
Table of Contents:
- Counterpoint Macro Index May 2022 - Overview
- Risk & Impact Chart
- Scenario Analysis
- Featured Charts of the Month
- Featured Topic of the Month - China’s Domestic Policy Landscape
- Constituent Indices
- Explaining the Counterpoint Macro Index
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Author
Yang Wang
Yang is a Senior Research Analyst at Counterpoint Research, based out of London. Yang has 10 years of work experience with particular interest in mobile devices, ecosystems, Emerging Markets, supply chain and macro topics that affect the global technology industry. As a tech analyst he has been quoted extensively by leading financial and media outlets. Yang started his career as a management trainee at Jardine Matheson, worked in business development at a SaaS startup, and most recently held marketing and research roles at KaiOS Technologies. Yang holds a Master of Science in Management from London Business School, and a Master of Science in Psychology from the University College of London.
Peter Richardson
Peter has 27 years experience in the mobile industry with extensive experience in market analysis and corporate development. Most recently Peter was Global Head of Market and Competitive Intelligence at Nokia. Here he headed a team responsible for analyzing and quantifying the industry. Prior to Nokia, Peter was an equity analyst at SoundView Technology Group. And before that he was VP and Chief Analyst of mobile and wireless research at Gartner. Peter’s early years in the industry were spent with NEC and Panasonic.
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