EMEA markets slowly come out of the big letter R, and especially Germany, the export champion have clocked really good numbers: in June +30% against June 2009, and 26% in the first 6 months. Generally in the electronic industry specifically the growth in June 2010 was even 42%.
Not forgetting other crisis of the recent, especially in the financial sector, we can cautiously say that that with so far results, we can expect the growth of exports this year at 8%. What still is high comparing that industry has suffered in the 2009.
Distortions in the supply chain (allocation lists, rise in rare earth material prices, short and long term contracts, rise in Yen value) breaking the progress.
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