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Action → Country → Sector → ETF Sankey· 189 actions

Capital-flow Sankey: each filed IPTM action contributes one unit of flow through (action type → issuer country → each target sector → each ETF with material exposure to that sector). Sector→ETF link width uses the analyst-judgement weights in lib/iptm-etf-sector-exposure.ts. Layers are capped to keep the diagram legible: top-10 countries, top-16 sectors, top-16 ETFs by absorbed flow; sector→ETF links with weight < 0.10 are dropped as noise.

11 of 16 countries · 17 of 202 sectors · 16 ETFs (capped for legibility)

Min severity:all ≥2 ≥3 ≥4 ≥5

Action type:all Export control Tariff Sanction FDI screening Subsidy Industrial policy Regulatory

action type

→

issuer country

→

sector

→

ETF

US→IR is the densest issuer→target pair (29 of 390 edges, 7%) · top sector vector = financial-services (12% of sector mentions) · top ETF host = ITA (7% of sector→ETF flow).

Click any node to highlight all flows passing through it. Click again to clear.

Reading the chart: thicker country→sector ribbons mark countries whose policy register touches that sector heavily; thicker sector→ETF ribbons mark ETFs most structurally exposed to that policy axis. Domestic industrial-policy actions with no target_sectors still appear in type→country flow but do not propagate downstream.

Caveats: (i) the action contribution unit is per-action, not per-severity — use the severity filter to weight by structural impact; (ii) ETF weights are analyst-judgement coefficients, not market-cap precise; (iii) low-weight sector→ETF links (< 0.10) and out-of-cap nodes are collapsed into "other" or dropped.

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