Despite the conflict in the Middle East, a study by Allianz Trade reveals that 75% of global exporters anticipate positive growth in 2026.
The geopolitical uncertainty, heightened by the conflict in the Middle East, only moderately erodes the confidence of exporting companies. According to the latest edition of the Global Survey published this Wednesday by Allianz Trade, three-quarters of exporters (75%) expect growth in their business in 2026. This survey, conducted in February and March 2026 among 6,000 companies in 13 major countries, shows a significant resilience compared to the tariff shock of 2025, which had dropped forecasts by 40 points.
However, this optimism remains cautious. “This optimism, however, is fragile and could quickly fade if the conflict prolongs,” warns Aylin Somersan Coqui, CEO of Allianz Trade. She notes that confidence has already declined by more than 10 points in Vietnam, the United States, and Spain, and by 9 points in China.
Context:
– The study conducted by Allianz Trade shows the impact of geopolitical risks on global exporters’ confidence and strategies.
Fact Check:
– The survey conducted among 6,000 companies in 13 major countries indicates that a significant majority of global exporters anticipate positive growth in 2026 despite geopolitical uncertainties.
Context:
– The study highlights the challenges faced by French exporting companies and their adaptation strategies in response to geopolitical risks.
Fact Check:
– French exporters remain optimistic about increased exports in 2026, with many adapting their strategies to navigate uncertainties and challenges in the current global trade environment.
Context:
– The study discusses the global changes in supply chain dynamics following the 2025 trade war and the adaptation strategies adopted by businesses.
Fact Check:
– The study reveals that businesses worldwide have adapted by diversifying suppliers, expanding into new markets, and investing in stockpiling to mitigate supply chain risks and shifts caused by geopolitical tensions.
The complete study details the impact of tariffs, evolving investment priorities, and the adoption of artificial intelligence. Allianz Trade is a global leader in credit insurance and a recognized specialist in surety and political risk insurance.
