Lab · Sector Engine · Sector
Industrials across regions
Capital goods, transport, defense, machinery. Cyclical bucket — high sensitivity to capex cycles.
Snapshot Aug 23, 2026 · 4 regions × 11 sectors · refreshed daily.
Global region-weighted
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Top region for this sector
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Bottom region for this sector
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Industrials across 4 regions
Same sector, four geographies, four windows. Source ETF per region noted.
| Region | 5d | 1m | 3m | YTD | Source |
|---|
Cross-region spreads — Industrials only
All six region-pair spreads on the selected window for this sector. Strongest absolute spread first.
Diary view, not advice. Methodology in methodology.md. Back to the global heatmap.
Industrials across the four regions
Capital goods, transport, defense, machinery. Cyclical bucket — high sensitivity to capex cycles. The same sector rarely behaves the same way twice across regions — the spread between the best and worst region is the tradable information, and the table below is the current state of that spread.
| Region | 5d | 1m | 3m | YTD | Vehicle | Confidence |
|---|---|---|---|---|---|---|
| Emerging Markets | +0.4% | +3.8% | +1.2% | +14.8% | EM:CN+TW+IN+KR+BR+SA+MX+ZA+ID+TH+MY+OTHER (approx.) | medium |
| Europe | -2.0% | +5.0% | +5.5% | +8.0% | EXH4.XETRA | high |
| US | -3.4% | -0.9% | +6.0% | +7.0% | XLI | high |
| Asia-Pac DM | -2.5% | +0.1% | +0.4% | -1.7% | 1624.TSE+1628.TSE+1619.TSE (approx.) | high |
Rows sorted by YTD. The vehicle column names the tracker each cell is measured from — common vehicles for this exposure, listed for education, not recommendation. Cells flagged "approx." are built from the country-weighted approximation described in the methodology. closelook.net is an investment research diary.