1. Copyright © 2005 Global Insight Presented by Mark Killion, CFA Managing Director Global Insight’s World Industry Services World Industry Service

2. 2 Introduction to the World Industry Service (WIS)  Unique set of global sector data, benchmarks, information, written reports, sector experts  Harmonized industries and indicators constructed for consistency and comparisons across sectors and geography  71 sectors for each of 70 largest economies  User friendly interface for navigation through dimensions of sector, country, indicator, time frame, currency; all delivered via the web  Valuable metrics and reports for use in global market sizing, company sales forecasting, market intelligence, strategic planning, investments and risk management

3. 3 Translate economic events into sector based implications, anticipate changes in asset valuation, credit quality and corporate spending  Which sectors are the largest, fastest growing, most profitable?  Which countries or regions are most important for key sectors?  Which sectors provide opportunities for M&A, outsourcing, new investments, cross-border trade? WIS Helps Businesses Identify Opportunities Size, compare, rank and benchmark sector activity and financial performances across the world Quality features & value-added attributes facilitate user applications  Harmonized sectors and indicators allow comparability and aggregations across sectors and countries; robust data structure ensures ease of use  The links among sectors and with macro spending provide a robust forecast framework and “top down” constraint for quality control  Latest indicators included as well as long run structural changes

4. 4 Who Are WIS Clients?  Sales Forecasting  Procurement  Market Intelligence  Strategic Planning  Public Sector Revenues  Credit Risk Research  Investment Management Decision Makers, Planners and Analysts

5. 5 WIS Mission is to Deliver What Clients Value Most Key Features  Timely forecasts  Clear, logical analyses to guide decisions  Early warning of risks and cyclical timing  Industry expertise, detailed forecasts  Consistent analytical framework  Active communication with our analysts  Innovative data delivery and software tools with on-going client support

6. 6 What Comprises Global Insight’s WIS Package?  Comparative sector benchmarks that show size, composition, growth  Complete time series history starts from 1980  Includes latest snapshot of recent indicators and “nowcasts”  Model based forecasts cover a 20 year time horizon and are appended to historical data  Written reports describe global sectors and forecast drivers  Summary scorecards, latest developments, rankings, industry drivers, key players  Data and forecasts span 71 sectors in 70 countries with Global Totals  All data harmonized into common framework  The 71 detailed sectors comprise the total economy, they “add up” to total GDP –Covers all sectors in all countries  Indicators correspond to company financial statements, available for all sectors –Sales, production, costs, spending, profits –Consumption, exports, imports (merchandise trade only)  Active Communication with Sector Analysts, Client Conferences

7. 7 Accessing the World Industry Service All Global Insight’s Industry Reports are available on-line through Global Insight’s Client Website

8. 8 Sector Reports On-line Sector reports on-line  Updated once per quarter or as events warrant  Include recent developments, industry structure, forecast drivers, and key players  Sector experts are identified in each report, with phone and e-mail contact information

9. 9 Sector Data and Metrics  User Friendly Navigation  Easy “Point and Click” choice of sectors, countries, indicators  Drill-down tree format  User-determined choice of geography and business segment  Data delivered via web into Excel  Flexible options for time range, formats World Industry Service Navigator

10. 10 Global Sectors Analysts interact with Country Macroeconomic Experts Sector Forecasts  Autos  Energy  Chemicals  Construction  Tourism  Health Care  Transport  Communications  Financial Global Sector Expertise Global Macroeconomic Expertise World Industry Service All Countries All Sectors Harmonized to Common Standard World Industry Service All Countries All Sectors Harmonized to Common Standard U.S. Macro Economics Asia, Latin America, Rest of World Macro Economics Asia, Latin America, Rest of World Macro Economics West and East Europe Macro Economics WIS sector forecast incorporate both the country and industry perspectives

11. 11 Macro Policies and Performance Drives Industry Outlook  All sectors together must add up to total GDP  Impacts translated through consumer markets, B2B links, capital equipment  Each sector’s exports are another’s imports  WIS “Top Down” compliments “Bottom Up” Macro  Policies  Slate of Demand  Scenarios  Prices and Exchange Rates Industry  Sources of Demand  Purchases, COGS  Consumer, B2B Markets  Technology, Commercial Linkages  Trade, Competition and Profits Company  Benchmark Global Sales Growth, Cost Structure, Risks  Market Share  Competitive Technology Sectors are the “Gear Box” that Connects Macro & Companies!

12. 12 Use Sector Benchmarks to Anticipate Likely Company Prospects Sector Data Represents a Big “Peer Group” of All Players that are Operating in Each Sector  Data are derived from company tax filings  Includes public and private ownership  Creates robust financial benchmarks Company  Benchmark Global Sales Growth, Cost Structure, Profits, Risks  Market Share  Industry Structure MacroIndustry WIS Platform Drives Macro Conditions Down Through Sector Activity to Individual Company Performances

13. 13 Common Applications of WIS Available for Review 1)Custom Market Indexes Follow key customer performances, calculate market share, forecast sales for business segments and geography www.globalinsight.com/WIS www.globalinsight.com/WIS 2)Sector Risk Ratings Manage risk exposure by tracking industry level changes in credit and operating risk, stress test portfolios with simulations and alternate “house view” scenarios www.globalinsight.com/WIS-Risk www.globalinsight.com/WIS-Risk 3)Key Drivers for Technology Use Global Sector Activity and Spending as Key Drivers for technology sector forecasts, or research into industry structure www.globalinsight.com/WIS www.globalinsight.com/WIS 4)Stock Sector Benchmarks Sector earnings and capital expenditures are used to value financial securities such as stocks, bonds, loans, for investment research and portfolio management www.globalinsight.com/WIS-Financial www.globalinsight.com/WIS-Financial Translating Economic Events into Implications for Global Sector Markets

14. 14 Please Contact Us for a Personal Demonstration! More Information?  Mark Killion, CFA Managing Director, World Industry Service 1-610-490-2547 mark.killion@globalinsight.com mark.killion@globalinsight.com  Prem Premakumar Applications Manager, World Industry Service 1-610-490-2525 prem.premakumar@globalinsight.com prem.premakumar@globalinsight.com