(Adnkronos) - Incertezza. È la parola che meglio descrive il contesto geopolitico attuale. Da un lato i dazi imposti dal presidente americano Donald Trump, dall’altro una corsa al riarmo europeo. In questo clima complesso, gli italiani si mostrano cauti negli acquisti e a soffrirne sono le imprese, soprattutto le medie e piccole. Di questo e molto altro si è parlato a Milano, all'Assemblea 2025 di Ibc ‘Colmare il divario: priorità competitive per l'industria dei beni di consumo’.
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00:00Weak growth for consumption in 2025, according to the estimates issued during the IBC, the Industry and Consumer Goods Association,
00:13a consortium comprising more than 35,000 companies generating a turnover of about 500 billion euros,
00:20occupies 1.1 million shareholders and invests about 17 billion in research and innovation.
00:27Estimates that report an increase in constant consumption of 0.8% compared to 0.4% last year
00:35and a slowdown in purchasing power from 2% in 2024 to 0.8% in 2025.
00:45Certainly, starting from the assumption that this is a particularly difficult period,
00:51our companies are called to respond to a series of negativities, of infinite problems,
00:58and this can only be resolved through a renewed competitiveness,
01:03which our companies must try to find thanks to those elements that are already present in GS1
01:10and which, thanks to the union of ADM and IBC, work to find these standards both in the digitalization process
01:19and in the logistics process, which could help our companies to find savings
01:24and the possibility of directing the investments differently,
01:29which instead must go in the direction of research and development and modernization of companies
01:35precisely to make them more effective and more efficient on the market.
01:38In a geopolitical framework dominated by uncertainty, which direction can the Italian economy take?
01:44The news does not help, international policy has become more complex
01:48and families are also afraid of the fact that a tariff war could trigger prices increases again
01:54and damage this recovery of purchasing power.
01:57Naturally, companies, to face a more uncertain environment,
02:02could pull the reins, invest a little less to try to safeguard their liquidity
02:08and wait for the international regulatory context to be clearer.
02:12In short, Trump is not doing America good, but he is creating some problems even in Europe.
02:18Among the countries affected by the Trump effect, Italy is also on a double front.
02:22We are the country closest to Trump,
02:26so there will certainly be even more for Italy the temptation to look for a deal with Trump
02:33and it could be a deal of only our country to defend the national interest.
02:38This could be, in the short term, a good for Italy,
02:41and it could be, in the medium term, a difficulty for Europe and therefore for Italy in Europe.
02:45And then it's time to talk about defense.
02:48We are on defense, European defense, we are among the most backward countries in terms of investments
02:53and we are among the most indebted countries.
02:55Therefore, in both areas, defense and debts,
02:58Italy risks to isolate itself for legitimate and logical reasons,
03:04but the risk of isolation in the next months and in the next periods is stronger than for other countries.