{
  "docId": "019dd923-5de0-76bd-a167-cc27462f852b",
  "docSlug": "8f864c9245c9736f",
  "documentTitle": "January Macro Brief",
  "authorId": "Accenture",
  "authorName": "Accenture",
  "documentKindSlug": "consulting-deck",
  "documentKindLabel": "Consulting deck",
  "sourceTypeSlug": "strategy_consulting",
  "sourceTypeLabel": "Strategy consulting",
  "presentationDate": null,
  "orientation": "landscape",
  "aspectRatio": 1.778,
  "pageNumber": 39,
  "pageCount": 41,
  "prevPage": 38,
  "nextPage": 40,
  "slideType": "industry_trends",
  "function": "analyze_data",
  "density": "dense",
  "nDataPoints": 40,
  "notes": "The slide uses a 'Top 10 trends' navigation bar at the top, highlighting 'Domestic investment'.",
  "elementsJson": [
    "action_title",
    "subtitle_text",
    "line_chart",
    "footnote"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-5de0-76bd-a167-cc27462f852b/39",
  "deckHref": "/decks/019dd923-5de0-76bd-a167-cc27462f852b",
  "deckJsonHref": "/decks/019dd923-5de0-76bd-a167-cc27462f852b.json",
  "deckAnchorHref": "/decks/019dd923-5de0-76bd-a167-cc27462f852b#slide-39",
  "components": [
    {
      "bbox": null,
      "kind": "callout",
      "text": "Corporate capex has been falling over past decade, but showing rebound",
      "attrs": null,
      "subkind": null,
      "toolName": "Visual emphasis",
      "toolSlug": "visual-emphasis",
      "confidence": null,
      "componentId": "019dd951-a672-7739-9cf5-d9a6479cca05",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.65,
        "w": 0.45,
        "x": 0.52,
        "y": 0.23
      },
      "kind": "chart",
      "text": "Growth in trade and FDI inflow in the last decade have been plateauing",
      "attrs": null,
      "subkind": "line",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "52355f19-7090-4831-a43e-1dbf4e0d5a93",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.65,
        "w": 0.45,
        "x": 0.03,
        "y": 0.23
      },
      "kind": "chart",
      "text": "Corporate capex has been falling over past decade, but showing rebound",
      "attrs": null,
      "subkind": "line",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "c6053a42-8263-48db-97c3-73c9d6fdd9cc",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "metric",
      "text": "Corporate net capital expenditure/sales: 4.0%",
      "attrs": null,
      "subkind": "primary",
      "toolName": "Quantification",
      "toolSlug": "quantification",
      "confidence": null,
      "componentId": "019dd951-a672-7739-9cf5-df970175f21a",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.5,
        "x": 0.03,
        "y": 0.92
      },
      "kind": "source-note",
      "text": "Note: Net capital expenditure is the difference between capital expenditure and depreciation. Source(s): World Bank, WTO, Aswath Damodaran, Accenture Strategy analysis",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "de9b2531-8570-4004-95fa-523bca67bd43",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.03,
        "w": 0.4,
        "x": 0.03,
        "y": 0.15
      },
      "kind": "title",
      "text": "10. Slowing trade growth and capex boom",
      "attrs": null,
      "subkind": "action-title",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "eac4a45c-c38b-4423-84be-887630c72905",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.06,
        "w": 0.8,
        "x": 0.03,
        "y": 0.08
      },
      "kind": "title",
      "text": "Domestic capital investment is set to accelerate amidst supply constraints, reshoring imperatives, and AI and energy transition demand",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "85c1a902-d51f-429b-8376-67517b7c19ef",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [
    {
      "metricRaw": "Corporate net capital expenditure/sales",
      "numberRaw": "4.0%",
      "numberKind": "percent",
      "actionTitle": "Domestic capital investment is set to accelerate amidst supply constraints, reshoring imperatives, and AI and energy transition demand",
      "calloutText": "Corporate capex has been falling over past decade, but showing rebound",
      "numberScale": null,
      "numberValue": 4,
      "metricFamily": "market_size",
      "numberCurrency": null
    }
  ],
  "tools": [
    {
      "name": "Action Titles",
      "slug": "action-titles",
      "agent": "Architect",
      "layer": "slide",
      "matchId": "019dd95a-0d40-7758-be41-5491e854e73b",
      "evidence": "Title: Domestic capital investment is set to accelerate amidst supply constraints, reshoring, AI and energy demand",
      "confidence": 90
    },
    {
      "name": "Chart Selection Guide",
      "slug": "chart-selection-guide",
      "agent": "Designer",
      "layer": "slide",
      "matchId": "019dd95a-0d40-7758-be41-5bf494e4c754",
      "evidence": "Capex trend chart showing rebound to ~4.0%",
      "confidence": 75
    },
    {
      "name": "Chart Selection Guide",
      "slug": "chart-selection-guide",
      "agent": "Designer",
      "layer": "slide",
      "matchId": "ef5cfe50-18d9-49f6-a318-1e0f81a9240a",
      "evidence": "Multiple line charts and metric/primary data point",
      "confidence": 0.7
    }
  ],
  "frameworks": [],
  "arcBeats": [
    {
      "to": 39,
      "from": 19,
      "beatId": "019dd95a-0680-7418-820c-db98ae3fbea7",
      "arcName": "The Consultant's Gambit",
      "arcSlug": "consultants-gambit",
      "beatName": "Evidence & Proof",
      "beatSlug": "consultants-gambit-evidence-proof",
      "evidence": "Per-trend deep dives with charts, scenario cuts and frameworks across 21 slides",
      "position": 4,
      "confidence": 90,
      "parentBeatName": "Evidence",
      "parentBeatSlug": "evidence"
    },
    {
      "to": 39,
      "from": 19,
      "beatId": "019dd95a-0680-7418-820c-e4ee1b18111a",
      "arcName": "The Triple Take",
      "arcSlug": "triple-take",
      "beatName": "The Implications (So What)",
      "beatSlug": "triple-take-the-implications-so-what",
      "evidence": "Per-trend market landscape and diagnosis slides articulating risks",
      "position": 2,
      "confidence": 65,
      "parentBeatName": "Reflection",
      "parentBeatSlug": "reflection"
    }
  ],
  "loops": [
    {
      "to": 40,
      "from": 39,
      "name": "So What Cascade",
      "slug": "41-so-what-cascade",
      "bestFor": "Data presentations, executive summaries, driving to recommendations",
      "matchId": "019dd95a-07fe-70ce-8d37-202ea6894db7",
      "evidence": "Corporate capex rebound chart paired with rec to finance creatively for greater capital intensity",
      "position": 14,
      "objective": "Domestic capex acceleration -> finance creatively + adjust ops",
      "structure": "The Data -> So What? (Insight 1) -> So What? (Insight 2) -> So What? (The Action)",
      "confidence": 80,
      "description": "Chain insights together, each answering 'so what?' until you reach the actionable conclusion"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}