Germany

In-depth country-focused analysis on Germany's economic, political and operational risk environment, complemented by detailed sector insight

Our comprehensive assessment of Germany's operating environment and the outlook for its leading sectors are formed by bringing together a wealth of data on global markets that affect Germany, as well as the latest industry developments that could impact Germany's industries. This unique integrated approach has given us an impeccable track-record for predicting important shifts in the markets, ensuring you’re aware of the latest market opportunities and risks in Germany before your competitors.

Germany Country Risk

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Core Views We have now moved even further below consensus on German growth for 2014, and remain some way below consensus on growth in 2015, as weakening confidence will cap both investment and...

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Germany Industry Coverage (21)

Agribusiness

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BMI View:   Sugar production fell steeply in 2013/14 and the financial and legal setbacks suffered by major firms suggest that Germany's sugar industry will not enjoy a smooth transition into the...

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Autos

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In 2013, vehicle sales in Germany declined 4% on the back of a 4.2% drop in the passenger car segment and a 2.2% fall in the commercial vehicle (CV) segment. In 2014, we expect to see a return to...

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Commercial Banking

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Commercial Banking Sector Indicators  Date Total assets Client loans Bond portfolio Other Liabilities and capital Capital Client deposits Other...

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Defence & Security

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Speaking in June 2014, German defence minister Ursula von der Leyen announced plans for Germany to increase the share of the country's Gross Domestic Product which is spent on defence. At the moment...

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Food & Drink

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BMI View: We maintain a positive outlook for Germany's food and drink industry in 2014 as the tightening labour market bodes well for both job creation and real wage growth. Government policy...

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Freight Transport

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Following a year in which BMI believes saw the recovery resume, 2014 will signal further growth and some of the freight modes return to their pre-downturn levels.Total trade is projected to pick up...

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Information Technology

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BMI View:   Like the majority of developed markets, desktop and notebook volumes declined sharply in 2012 and 2013 as tablet sales cannibalised those of traditional form factors. However tablet...

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Infrastructure

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BMI View: The German construction industry has returned to growth and is in the best sh ape it has been for over a year . As such, we are maintaining our forecast for growth in the industry...

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Insurance

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BMI View: The newsflow from late 2012 highlights two major themes. One is the resilience of the German insurance sector in the face of challenging economic conditions. Non-life premiums appear to...

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Medical Devices

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Espicom Industry View : Despite an increasingly challenging operating environment, Germany remains one of the most attractive medical device markets in Western Europe (WE) , testament to...

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Metals

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Germany's metals sector will continue to feel the squeeze as output prices remain low and costs stay stubbornly high. We forecast subdued growth in consumption of key metals such as steel, copper and...

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Mining

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We expect Germany's mining industry value to grow modestly, averaging 2.8% growth y-o-y from an estimated USD5.8bn in 2014 to USD6.8bn in 2018. Despite government efforts to switch to renewable...

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Oil & Gas

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BMI View: We see only limited upside to the current bearish outlook for domestic oil and gas production in Germany. There are some areas of opportunity, including redevelopment of maturing sites...

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Petrochemicals

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The German chemicals industry is likely to make a transition to more high value speciality production amid growing competition and a revival in export markets, although this is likely to be at the...

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Pharmaceuticals & Healthcare

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BMI View: Germany's medicine pricing regime will continue to restrict drugmakers' revenue streams. T he price freezes, cuts and discounts implemented in Germany are having a contagious effect...

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Power

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BMI View: Attempts by Germany's grand coalition government to constrain the cost and pace of Germany's Energiewende do not ultimately indicate that there has been a major change in policy...

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Real Estate

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BMI View:   Although we expect Germany remain a safe haven and to outperform many of its regional rivals over the remainder of 2014, we caution that a number of challenges may threaten the health...

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Renewables

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BMI View: Germany's commitment to its green energy policy and the investment opportunities on offer dwarf those in other European countries. Despite recent reforms to the Renewable Energy Source...

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Telecommunications

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BMI View : Consolidation is driving the German telecommunications market as operators strive to reinvent themselves as full co nverged service providers. O2 has acquire d E-Plus ,...

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Tourism

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In spite of its extremely well-established tourism sector, Germany presents developers with numerous opportunities for new entrants, as evidenced by the large number of players entering the hotel...

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Water

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BMI View: Germany's water industry is highly developed, evidenced through high drinking water and sewage network connection rates, significant investment and strict drinking water criteria. However...

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