The research notebook
From a broad market to a useful question.
Define the sector, value chain, geography, and period before deciding which evidence belongs in the analysis.
Read the approach →Read the forces shaping what comes next.
A considered framework for industry trends, market sizing, and emerging opportunities. Start with the question. Follow the evidence. Make the limits clear.
Sector reading roomAn illustrative research agenda
Different industries.
Different questions.
How do capacity, input costs, and production investment shape the industrial outlook?
Define the denominator.
Market-sizing methods need explicit units, boundaries, and dates. Do not mix company counts, revenue, production, and consumption estimates.
Read across sources.
Distinguish official statistics, company disclosures, and third-party estimates. Explain differences in definitions before combining them.
Publish the limitations.
Research reports should disclose coverage, vintage, assumptions, and uncertainty alongside their conclusions.
Questions about this research?
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