A change of fortune across EU industries looms
Industrial performance across Europe has varied widely in the wake of the pandemic. The main laggards, Germany and France, have shaped the overall narrative due to their size, although industrial sectors have thrived in smaller economies on Europe’s East, North-West and South.
What you will learn:
- We expect a reversal of fortune in the near term, as the easing of input shortages allows the laggards to ramp up production, while some of the outperformers will see growth slow.
- The underperformance of German and French industry has largely been driven by the transport sector, while the outperformance by others has been due to the structure of their industries and functional specialisation within supply chains.
- The CEE economies have benefitted from their dense network of suppliers of components, reflecting their position in the German-Central European supply chain.
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