2022-04-07-罗兰贝格-AmCham_Germany_Transatlantic_Business_Barometer_2022_13页_639kb

Summary of AmCham Germany Transatlantic Business Barometer 2022

The AmCham Germany Transatlantic Business Barometer 2022 survey assesses the investment sentiment and business conditions between the US and Germany, conducted in early 2022 amid the Ukraine conflict. It involves US companies in Germany and German companies in the US, highlighting key areas like economic growth, trade relations, and sustainability.

Main Findings for US Companies in Germany

• 2022 Growth Expectations: Over 90% of US companies expect revenue to increase in 2022, with most rating Germany as a good business location. However, challenges persist in digital infrastructure and energy costs.
• Past Performance: Companies show strong recovery post-COVID-19, with continued expansion plans over the next 3-4 years.
• Investment Conditions: 59% rate current conditions as good or very good, but 43% foresee deterioration in investment prospects.
• Trade Relations Priorities: Key areas for improvement include digital policy, data exchange, and energy/climate policies. The conflict influences sentiment but does not deter overall optimism.
• Sustainability: More than half view sustainable finance requirements as an opportunity, but standard inconsistencies pose challenges, particularly in reporting and international alignment.

Main Findings for German Companies in the US

• 2022 Growth Expectations: About 89% predict revenue growth in 2022, with many reporting increased activities after the COVID-19 downturn.
• US as Investment Location: Rated highly, with top concerns being infrastructure quality, labor costs, and visa issuance.
• Trade Relations: Similar emphasis on digital policy positioning and cybersecurity as priorities for improvement.
• Sustainability: 41% see formal requirements as an opportunity, but need for coherence in global standards is evident.

Overall Assessment

Both US and German firms express confidence in their respective countries as business locations, driven by opportunities in growth and trade. However, common challenges include regulatory inconsistencies, energy and digital deficits, and the need for strengthened transatlantic cooperation. The war in Ukraine has worsened economic sentiment but has not reversed the positive trends since the pandemic.

• Key Recommendations: Focus on harmonizing trade policies, enhancing digital infrastructure, and addressing sustainability standards to foster continued cross-Atlantic business.