Uptick in global company sentiment in 2021 amidst digital optimism

Vietnam emerged as a trending country in 2021.

Business sentiment continues to show a strong recovery, with 2021 witnessing the highest gain in the past four years on account of positivity around key digital themes and an optimistic outlook. The earnings call transcript sentiment of companies shows 8 per cent increase in 2021 compared to 2020, according to GlobalData, a leading data and analytics company.

GlobalData’s latest report, ‘Company Filing Analytics Trends & Signals Annual Report 2021’, reveals that all sectors witnessed sentiment gains, with companies from Financials, Consumer Industries, and Industrials seeing the most improvement.

The technology sector had the highest positive sentiment in 2021. Mentions of COVID-19 reduced sequentially across quarters, with companies looking forward to enhancing operations.

Rajeev Gupta, Director of Financial Markets Data at GlobalData, comments: “Companies seem to be optimistic despite macroeconomic risks. There were key mentions around inflation, cost, shortages, and supply chain, yet the improvement in sentiment highlights rising positivity despite the risks. ‘Investment’ and ‘Acquisition’ also saw key mentions throughout 2021, with ‘Supply Chain’ emerging in the latter half of the year.”

On the geography front, Vietnam emerged as a trending country in 2021. Discussions around persistent lockdowns and outsourcing in Vietnam were in the spotlight.​

Technology themes including Ecommerce, Digitalization, and Cloud had the most mentions while Blockchain, Fintech, and Cybersecurity were key trending themes. Cryptocurrencies, NFT, and Metaverse, had a significant uptick during 2021.

Gupta concludes: “ESG also continues to be a prominent theme in the post-COVID era. ‘Carbon’ and ‘Emissions’ mentions took the center-stage in 2021. Companies had fewer mentions of oil prices in 2021 and discussed more about environment-related investment.​”


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