Outlook:
Assessing Opportunities in a
Multi-Speed World
Mike Wall
Director, Automotive Analysis
IHS
May 2013
IHS : The Source for Critical Information
• In business since 1959, IHS is a leading global source of critical information and
•
•
•
•
insight for customers in a broad range of industries
Data and deep expertise from industry-specific professionals enables innovative and successful decision-making
Diverse client base, from governments and large multi-national corporations to smaller companies and technical professionals, in more than 180 countries
Over 6,000 IHS colleagues in over 30 countries providing comprehensive content, software and expert analysis and forecasts
IHS customers include
• 80% of the Global Fortune 500
• IHS Automotive customers include
• 98% of the Automotive OEMs
• 96% of the top 100 Global Automotive Suppliers
2012
Copyright © 2013 IHS Inc. All Rights Reserved. This material is owned by IHS and its redistribution is prohibited.
2
World Economic Growth
Eurozone Crisis Remains Greatest Threat to Forecast
16.0
Annual Real GDP Growth (in percent)
14.0
2007
2008
2009
2010
12.0
2011
2012
2013
2014
10.0
8.0
World Average
2013
6.0
4.0
2.0
0.0
-2.0
-4.0
Political issues create potential headwinds to growth -6.0
-8.0
World
US
Japan
Hard landing averted? Eurozone crisis remains a threat
Euro
Zone
Brazil
2012
Copyright © 2013 IHS Inc. All Rights Reserved. This material is owned by IHS and its redistribution is prohibited.
Russia
India
China
Source: IHS Data Insights
3
Unemployment Rates
Eurozone Still has Major Employment Problems
12
Unemployment rate in % monthly data 2008-13
10
8
6
March 2013
4
2
0
China
Japan
Russia
United
States
Brazil
Euro
Zone
Germany
Source: IHS Data Insights
2012
Copyright © 2013 IHS Inc. All Rights Reserved. This