SECTORS · 13 SECTORS · 207 MARKETS

Sector intelligence

How 13 sectors map across 207 markets, scored from public data. Every input carries its source and date.

All sectors

01 / INDEX
Resources

Energy (oil and gas)

Exploration, production, midstream transport, refining and marketing of crude oil, natural gas and liquefied natural gas, plus the services and equipment that support them.

Oil, natural gas and coal rents, world
Most exposed: Iran, Libya, Kazakhstan
Resources

Renewables and Utilities

Power generation from wind, solar, hydro and other low-carbon sources, plus regulated and merchant electricity transmission, distribution and retail.

Renewable electricity generation, world
Most exposed: Namibia, Democratic Republic of the Congo, Kenya
Resources

Mining and Metals

Extraction and primary processing of base metals, precious metals, iron ore, coal and industrial minerals, and the smelting and refining that follow.

Mineral rents, world
Most exposed: Democratic Republic of the Congo, Chile, Peru
Resources

Critical Minerals and Rare Earths

Minerals with concentrated supply and high strategic value for batteries, magnets, semiconductors and defence, including lithium, cobalt, nickel, graphite, manganese, rare earths, tungsten and antimony.

Lithium: largest producer share of world mine output
Most exposed: Australia, Brazil, Democratic Republic of the Congo
Resources

Agriculture and Food

Crop and livestock production, agricultural inputs such as seed and fertiliser, grain trading and storage, food processing and the supply chains that connect farms to consumers.

Agriculture value added, world
Most exposed: Syria, Guinea-Bissau, Gambia
Capital and property

Financials and Fintech

Banks, insurers, asset managers, payment providers and digital financial services, including mobile money and lending platforms.

Domestic credit to the private sector, world
Most exposed: Qatar, El Salvador, Morocco
Capital and property

Real Estate

Residential, commercial, industrial and logistics property, and the developers, owners, managers and listed vehicles that hold and finance it.

Urban population, world
Most exposed: Qatar, Saudi Arabia, United Arab Emirates
Capital and property

Infrastructure and Logistics

Transport networks, ports, airports, toll roads, warehousing, water and shared digital or energy networks, together with the operators and contractors that build and run them.

Container port traffic, world
Most exposed: Chad, Ethiopia, Central African Republic
Industry and technology

Industrials and Manufacturing

Capital goods, machinery, building materials, chemicals, automotive and light manufacturing, together with the engineering and contracting firms that serve them.

Manufacturing value added, world
Most exposed: Puerto Rico, Ireland, Liechtenstein
Industry and technology

Technology

Software, IT services, hardware, semiconductors, internet platforms and data infrastructure, including outsourcing and digital services exported from emerging markets.

ICT service exports, world
Most exposed: Israel, Ireland, China
Industry and technology

Telecommunications

Mobile and fixed network operators, tower companies, fibre and satellite connectivity, and the mobile money and digital services built on them.

Mobile cellular subscriptions, world
Most exposed: Ivory Coast, Tanzania, Kenya
Health and consumption

Healthcare

Hospitals and clinics, pharmaceuticals and generics, medical devices, diagnostics, health insurance and digital health services.

Current health expenditure, world
Most exposed: Japan, France, Canada
Health and consumption

Consumer

Staples, discretionary goods, retail, food and beverage, leisure and consumer services sold to households.

Household final consumption expenditure, world
Most exposed: United States of America, United Kingdom, Argentina

No sector matches that filter.

Sector by region

02 / HEATMAP

Average exposure score of the scored countries in each region. Select a cell for the countries behind it. Every cell covers at least three scored countries.

Average exposure score by region and sector
RegionENGRENMINCRMAGRFINRELINFINDTECTELHLTCON
Caucasus
Central & Eastern Europe
Central Africa
Central America & Caribbean
Central Asia
East Africa
Eastern Asia
Middle East
North Africa
North America
Northern Europe
Oceania
South America
South Asia
South-East Asia
Southern Africa
Southern Europe
West Africa
Western Europe
LowerHigher

Exposure scores describe how large and relevant a sector is in a country's economy and opportunity set relative to other countries. They are not a measure of attractiveness, expected return or risk. Educational content only, not investment advice.

How scores are built

03 / FORMULA

Each score is a weighted average of percentile ranks. For every indicator, a country's latest observation (not older than 2014) is ranked against all other countries with data (mid-rank percentile, 0 to 1). Where a lower raw value signals more headroom (for example electricity access), the rank is inverted. The weighted average of the available percentiles is scaled to 0 to 100. A cell is published only if indicators holding at least 60 percent of the weight are available; otherwise the country is omitted for that sector.

SectorIndicators and weights
Oil and gasOil rents 35%; Fuel exports 35%; Natural gas rents 20%; Coal rents 10%
Renewables and utilitiesRenewables share of electricity generation 35%; Access to electricity 25% (headroom); Wind and solar share of electricity generation 20%; Power sector CO2 intensity 20%
Mining and metalsMineral rents 40%; Ores and metals exports 40%; Tracked minerals where the country produces 2 percent or more of world output 20%
Critical mineralsCombined world mine output share across tracked critical minerals (sum of percent shares) 30%; Tracked critical minerals where the country produces 2 percent or more of world output 25%; Combined world reserve share across tracked critical minerals (sum of percent shares) 25%; Mineral rents 20%
Agriculture and foodAgriculture value added 40%; Food exports 20%; Agricultural raw materials exports 15%; Arable land 15%; Cereal yield 10% (headroom)
Financials and fintechDomestic credit to private sector 35%; Market capitalization of listed companies 20%; Account ownership at a financial institution 25% (headroom); Mobile subscriptions per 100 people 20%
Real estateUrban population growth 30%; Urban population 25%; GDP per capita 15%; Urban population in slums 15%; Population ages 15-64 15%
Infrastructure and logisticsContainer port traffic 25%; Logistics Performance Index (1 to 5) 25% (headroom); Access to electricity 20% (headroom); Transport services exports 15%; Urban population growth 15%
Industrials and manufacturingManufacturing value added 35%; Manufactures exports 35%; Industry value added 30%
TechnologyICT service exports 30%; ICT goods exports 25%; High-technology exports 25%; Research and development expenditure 20%
TelecommunicationsIndividuals using the Internet 35% (headroom); Population 35%; Mobile subscriptions per 100 people 30%
HealthcareCurrent health expenditure 30%; Population ages 65 and above 25%; Current health expenditure per capita 25%; Physicians per 1,000 people 20% (headroom)
ConsumerHousehold consumption per capita (constant 2015 USD) 30%; Population 25%; Household consumption 25%; Urban population 20%

The score describes how large and relevant a sector is in a country's economy and opportunity set, relative to other countries. It is not a measure of attractiveness, return or risk, and it is not investment advice. Bands are terciles of each sector's own scored countries: High is the top third, Low the bottom third, Moderate the middle third. Scores tied at a cutoff fall in the outer band. Cutoffs are listed per sector. Sources are listed on each sector page. Data version 2026-10-09.

One framework. Every market.

Open the Terminal to screen countries by sector exposure and macro indicators, compare up to four, and export.

Open TerminalCountriesData explorer