Counterpoint Macro Index Report, Q2 2024
Overview: Counterpoint's Macro Index declined slightly to 88.45 at the end of Q2 2024, from 90.01 in Q1 2024. The three-month outlook is expected to improve slightly. The political environment remains tense, but tech sentiment remains buoyant. We maintain a positive 12-month outlook. This uptick can be attributed to improving economic prospects across most regions, as inflation continues to trend lower while business activity increases. Tech sentiment remains high due to continued AI frenzy, key semiconductor indicators on the recovery, and a rebound in consumer sentiment. However, global conflict remains tense, while the political situation reaches a boiling point in both the US and Europe. Table of Contents:
- Counterpoint Macro Index Q2 2024
- Overview
- Tech Sector Analysis
- Regional Analysis
- Constituent Indices
Number of Pages: 53 Publication Date: July 2024
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Category
Industry
Macro and Geo-politics
Report Type
Report
Time period
Quarterly
Summary
Published
Jul 27, 2024
Contact us
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.
Archie Zhang
Archie Zhang is a Beijing-based research analyst specializing in the smartphone market.
Formerly an award-winning Financial Times journalist covering China’s tech sector, Archie brings a unique blend of industry insight and storytelling expertise to market analysis.
Yeree Yoon
Yeree is a Research Analyst at Counterpoint Research, based in South Korea. She tracks and analyzes smartphones, wearables, TV, wireless charging, Macro services across various regions and countries.
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