A propósito de "Não se deixem surpreender" sobre a situação da economia alemã, convém perceber que a coisa não fica por aí.
Ontem no WSJ, "Outlook Is Gloomier For French Factories":
"French manufacturers produced less in September, threatening a bleak end to the year for a European manufacturing sector suffering from high energy bills and tougher competition from China.
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As the European auto sector shifts to electric vehicles, it suffers from increased competition from abroad, notably China. On Tuesday, French tiremaker Michelin said it would close two plants and German auto supplier Schaeffler said it would reduce operations at some factories, jointly putting more than 5,000 workers in line for layoffs.
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Survey data this week suggests France's manufacturing sector is primed for its weakest month since the beginning of the year in October. That is contributing to a continued decline in the wider eurozone, similar surveys show.
Sliding exports remain a major problem for French manufacturers, and October's international sales marked the fastest drop on record, according to survey compiler S&P Global."
Também "French industry stuck in recession and outlook stays bleak, survey finds "
- À medida que as empresas francesas e alemãs procuram deslocalizar ou diversificar as operações devido aos elevados custos energéticos e à concorrência, Portugal pode posicionar-se como um destino atractivo.
- O declínio da indústria transformadora francesa e alemã poderá levar a uma concorrência mais intensa entre os países europeus para atrair empresas, sobrecarregando potencialmente os recursos e os incentivos de Portugal.
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A propósito, acabo de ler que as empresas francesas em 2023 aumentaram 15% face a 2022 os seus investimentos em Portugal
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