German manufacturing Loading... : Investor Sentiment and Bull/Bear Views
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Feb 07
Feb 07
China shock threatens European manufacturing
Autor warns that China has moved far up the value chain and is now a world-class auto supplier and the best EV producer, so Chinese exports threaten to displace European manufacturing, most visibly in autos and especially in Germany. The risk is rapid hollowing out of these sectors, and it may be harder for Europe than the first China shock because China now competes in high-tech and heavy industry as well as low-value manufacturing.
HIGH
About German manufacturing Investor Commentary
Across the available history and selected sources, Buzzberg tracks German manufacturing across 1 sources: 0 bullish vs 0 bearish calls from 1 authors. Historical directional balance: 0% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 1 total trade idea tracked. Latest voices: David Autor.