欧州先進国：マクロ経済的成長機会 (2030年)

デジタルトランスフォーメーション、脱炭素化への大規模な投資、サプライチェーンの再構築などの要因が欧州先進国の多部門における成長機会を促進しています。

当レポートでは、ドイツ、フランス、イタリア、オランダ、スペインのマクロ経済的成長機会を調査し、成長促進要因・抑制要因の分析、投資および政策のハイライト、潜在的経済リスク、将来を再形成するメガトレンドの評価などをまとめています。

目次

戦略的必須要件

• 成長課題
• The Strategic Imperative 8 (TM)
• 戦略的必須要件トップ3の影響
• GrowthPipelineEngine (TM) を推進する成長機会
• 調査手法

欧州先進国のマクロ経済環境

• 経済環境：概要
• 主要な経済指標
• 成長促進因子
• 成長抑制因子

欧州先進国の経済見通し

• 経済見通し
• 世界の位置づけ：成長・イノベーションランク
• 2023年のEU予算
• 欧州先進国のエネルギー安全保障の将来
• 欧州先進国の労働市場の将来
• ユーロの将来
• 貿易の将来

経済・産業の見通し：国別

• ドイツ：成長の見通し
• ドイツ：2030年のマクロ経済動向
• ドイツ：主要成長産業における政策推進
• フランス：経済見通し
• フランス：2030年のマクロ経済動向
• フランス：主要成長産業における政策推進
• イタリア：経済見通し
• イタリア：2030年のマクロ経済動向
• イタリア：主要成長産業における政策推進
• オランダ：成長の見通し
• オランダ：2030年のマクロ経済動向
• オランダ：主要成長産業における政策推進
• スペイン：成長の見通し
• スペイン：2030年のマクロ経済動向
• スペイン：主要成長産業における政策推進

成長機会の世界

• 成長機会1：気候変動緩和政策
• 成長機会2：デジタルトランスフォーメーションへの長期的投資
• 成長機会3：脱炭素化とエネルギー安全保障
• 成長機会4：サプライチェーンのディスラプション
• 成長機会5：EVと持続可能モビリティ
• 図表リスト
• 免責事項

Digital Transformation, Large-scale Decarbonization Investments, and Supply Chain Reorientation to Drive Multisector Growth Opportunities

Developed European nations have had a challenging socioeconomic environment in 2022, especially amidst highly volatile geopolitical tensions and record-high inflationary pressures. Economic growth is likely to remain subdued in 2023 across the whole region as high energy costs weigh on household spending and lower profit margins of businesses, given high production costs. Despite challenging economic conditions at present, the region's long-term growth and development prospects are indicative of transformative shifts and growth opportunities in digitalization across industries, decarbonization and green transition, as well as increased focus on re-shoring and near-shoring--Mega Trends which are helping to diversify these economies and build future resilience and growth potential.

This Developed Europe macroeconomic thought leadership provides a growth snapshot of Germany, France, Italy, Netherlands, and Spain through the identification of growth drivers and restraints, investment and policy highlights, and potential economic risks, while also assessing Mega Trends which are reshaping the future of these economies Decision-makers can gain insights into the evolution of long-term macroeconomic trends, while also assessing policy highlights for key industries across the region. Larger EU prospects for trade, energy security and currency strength are also highlighted.

Key Issues Addressed:

• What is the regional growth outlook? 
• What are the 2023 European Union budget highlights?
• What is the global positioning of key developed European nations in terms of growth and innovation indicators?
• What is the future of the region’s currency, trade, energy security, and labor markets?
• What is the growth outlook for Germany, France, Italy, Netherlands, and Spain?
• What are the policy initiatives which are leading digital and sustainable transformation?
• How are governments supporting growth in new and emerging industries?

Table of Contents

Strategic Imperatives

• Why Is It Increasingly Difficult to Grow?
• The Strategic Imperative 8™
• The Impact of the Top 3 Strategic Imperatives on the Developed European Economy
• Growth Opportunities Fuel the Growth Pipeline Engine™

Developed Europe Macroeconomic Environment

• Developed Europe's Economic Environment: An Overview
• Key Economic Metrics: Developed Europe
• Growth Drivers: Developed Europe
• Growth Restraints: Developed Europe

Developed Europe Economic Outlook

• Economic Outlook
• Global Positioning: Growth and Innovation Ranks
• 2023 EU Budget
• Future of Developed Europe's Energy Security
• Future of Developed Europe's Labor Market
• Future of the Euro
• Future of Trade

Country-Specific Economic and Industry Outlook

• Germany: Growth Outlook
• Germany: 2030 Macroeconomic Trends
• Germany: Policy Thrust in Key Growth Industries1
• France: Economic Outlook
• France: 2030 Macroeconomic Trends
• France: Policy Thrust in Key Growth Industries
• Italy: Economic Outlook
• Italy: 2030 Macroeconomic Trends
• Italy: Policy Thrust in Key Growth Industries
• Netherlands: Growth Outlook
• Netherlands: 2030 Macroeconomic Trends
• Netherlands: Policy Thrust in Key Growth Industries
• Spain: Growth Outlook
• Spain: 2030 Macroeconomic Trends
• Spain: Policy Thrust in Key Growth Industries

Growth Opportunity Universe

• Growth Opportunity 1: Climate Mitigation Policies
• Growth Opportunity 2: Long-term Investment in Digital Transformation
• Growth Opportunity 3: Decarbonization and Energy Security
• Growth Opportunity 4: Supply Chain Disruption
• Growth Opportunity 5: EVs and Sustainable Mobility
• List of Exhibits
• Legal Disclaimer