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 remain slightly above consensus on German real GDP growth in 2014, as we expect the incipient recovery to continue over the next few quarters. We believe that more distributive...

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Germany Industry Coverage (20)

Agribusiness

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BMI View: Pork producers will face rising costs due to the staggered implementation of minimum wage legislation beginning later this year, while beef production is expected to show weak growth as...

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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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Although Germany has performed no major defence procurement activity in Q413, German defence companies have been very active on the export front. In early December 2013, Singapore signed a contract...

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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: Despite previous decline in sales of desktops and notebooks, as users substitute d purchases to lower cost tablets, we expect solid growth of 4 .1 % in German IT spending in 201 4...

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Infrastructure

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BMI View: Our view that the German construction industry is set to recover over 2014 looks set to play out , as positive construction indicators over the second half of 2013 point to an...

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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, testament to the...

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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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BMI View : We expect Germany's mining sector value will decline over the coming years, falling to US$ 2.88 bn in 201 7 , from US$ 3.31 bn in 201 2 . This decline will...

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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. T here ar e some areas of opportunity, including re development of maturing...

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Petrochemicals

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BMI's latest Germany Petrochemicals Report envisages no increase in ethylene capacity over our forecast period, which will restrict scope for further downstream development. Small-scale capacity is...

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Pharmaceuticals & Healthcare

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BMI View: The downward pressure on generic medicine prices , as a result of tenders raising the level of competition and the ultimate commoditisation of off-patent medicines, draws attention to...

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Power

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BMI View: We have long believed Germany's Renewable Energy Source Act (EEG) will almost certainly be reformed and this is now set to occur following the signing of a grand coalition agreement...

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Real Estate

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BMI View: Germany ' s commercial real estate sector remains in a strong position i n Q2 2014 as the industry continues to benefit from its status as a safe haven amid the uncertain ty...

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Renewables

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BMI View: We believe that the reform of Germany's Renewable Energy Act is aimed at controlling the expansion of renewable energy, and not a sign of any retrenchment in policy. Whilst rising...

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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 hopes to acquire E-Plus ,...

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Water

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BMI View: Germany's water industry is a high priority for the country's government . The water and wastewater sectors receive with significant investment each year . We envisage a decline...

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