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0 8px 0 rgba(0, 0, 0, 0.15);--yds-shadow-md:0 0 16px 0 rgba(0, 0, 0, 0.15);--yds-shadow-lg:0 0 24px 0 rgba(0, 0, 0, 0.41);--ukko-background:#ffffff;--ukko-background-contrast:#131415;--feature-story-background:#000000;--ukko-grey-background:#f1f2f4;--ukko-navigation-background:#ffffff;--ukko-navigation-shadow:linear-gradient(0deg,rgba(19,20,21,0%),rgba(19,20,21,5%));--ukko-news-briefly-background:#ffffff;--ukko-default-item-background:#ffffff;--ukko-dark-item-background:#131415;--selko-footer-background:#e8e9eb;--ukko-overlay-background:#131415;--ukko-group-header-emphasis-background:#e90e43;--ukko-pulsating-dot:#e90e43;--ukko-link:#0a3276;--ukko-visited-link:#878a8b;--ukko-default-text:#131415;--ukko-dark-text:#f8f9fa;--ukko-text-contrast:#f8f9fa;--ukko-feature-story-text:#f8f9fa;--ukko-separator:rgba(0, 0, 0, 0.09);--ukko-dark-group-separator:rgba(255, 255, 255, 0.13);--ukko-alert:#e90e43;--ukko-focus:var(--yds-color-border-primary-focus);--ukko-location-select-option-hover:#f1f2f4;--ukko-location-select-option-focus:#ffffff;--ukko-location-select-scrollbar-background:#878a8b;--ukko-byline-background-color:#3d5483;--ukko-byline-journalistic-background-color:#ffffff;--ukko-byline-text-color:#f8f9fa;--ukko-kicker-journalistic-background:#4b075b;--ukko-live-udpates-separator:#d8d9db;--ukko-default-play-button-background:#ffffff;--ukko-default-play-button-icon-color:#000000;--ukko-default-play-button-text-color:#f8f9fa;--ukko-inverse-play-button-background:#000000;--ukko-inverse-play-button-icon-color:#ffffff;--ukko-inverse-play-button-text-color:#000000;--ukko-weather-warnings-background:#f8f9fa;--ukko-pollen-even-row-background:#f8f9fa;--ukko-playlist-header:#131415;--ukko-playlist-button-background:#f1f2f4;--ukko-playlist-button-color:#131415;--ukko-placeholder-gradient-color-1:#ecedef;--ukko-placeholder-gradient-color-2:#e0e1e3;-webkit-print-color-scheme:light dark;color-scheme:light dark;}/*!sc*/ @media (prefers-color-scheme:dark){.auto-detect-ukko-theme{--yds-color-background:#131415;--yds-color-background-variant:#1f2123;--yds-color-background-negative:#ffffff;--yds-color-background-navigation:#000000;--yds-color-background-control:rgba(255, 255, 255, 0.53);--yds-color-background-control-disabled:rgba(255, 255, 255, 0.21);--yds-color-background-input:#131415;--yds-color-background-highlight:#0b3f4b;--yds-color-background-interactive:#292b2d;--yds-color-background-dialog:#1f2123;--yds-color-background-dialog-overlay:rgba(0, 0, 0, 0.7);--yds-color-background-info-primary:#d8d9db;--yds-color-background-info-secondary:#292b2d;--yds-color-background-success:#33d59b;--yds-color-background-warning:#feb054;--yds-color-background-error:#f5517a;--yds-color-background-opinion-article:#3d5483;--yds-color-background-story:#1f2123;--yds-color-background-list:#131415;--yds-color-text-default:#f8f9fa;--yds-color-text-negative:#131415;--yds-color-text-input-placeholder:#878a8b;--yds-color-text-high-emphasis:rgba(255, 255, 255, 0.85);--yds-color-text-medium-emphasis:rgba(255, 255, 255, 0.71);--yds-color-text-disabled:rgba(255, 255, 255, 0.3);--yds-color-text-light:#f8f9fa;--yds-color-text-dark:#131415;--yds-color-text-light-high-contrast:#ffffff;--yds-color-action-primary:#f8f9fa;--yds-color-action-primary-variant:rgba(255, 255, 255, 0.71);--yds-color-action-secondary:rgba(255, 255, 255, 0.08);--yds-color-action-secondary-variant:rgba(255, 255, 255, 0.17);--yds-color-action-disabled:rgba(255, 255, 255, 0.21);--yds-color-action-danger-primary:#f77898;--yds-color-action-danger-primary-variant:#f5517a;--yds-color-border:#f8f9fa;--yds-color-border-disabled:rgba(255, 255, 255, 0.3);--yds-color-border-primary-focus:#29ccde;--yds-color-border-secondary-focus:#f8f9fa;--yds-color-border-separator:rgba(255, 255, 255, 0.13);--yds-color-illustrative-icons-icon-primary:#f8f9fa;--yds-color-illustrative-icons-icon-secondary:#009cb5;--yds-color-player-progress-bar:rgba(255, 255, 255, 0.3);--yds-color-player-progress-indicator:#29ccde;--yds-color-spinner-default:#ffffff;--yds-color-spinner-negative:#131415;--yds-color-spinner-highlight-default:#29ccde;--yds-color-spinner-highlight-negative:#009cb5;--yds-color-spinner-background-default:#292b2d;--yds-color-spinner-background-negative:#d8d9db;--yds-color-feedback-highlight:#29ccde;--yds-color-feedback-error:#f5517a;--yds-color-feedback-warning:#ff9c31;--yds-color-feedback-success:#03e592;--yds-color-feedback-live:#e90e43;--yds-color-logo-yle-background-brand:#f8f9fa;--yds-color-logo-tv1:#3311aa;--yds-color-logo-tv-2:#cb0fd0;--yds-color-logo-yle-teema:#fe8300;--yds-color-logo-yle-fem:#a3bd2f;--yds-color-logo-lastenareena:#feb500;--yds-color-logo-yle-radio-1:#dc006a;--yds-color-logo-yle-radio-suomi:#00b9eb;--yds-color-logo-yle-x:#fd2b77;--yds-color-logo-yle-x3m:#ff4c20;--yds-color-logo-yle-vega:#169bd4;--yds-color-logo-yle-klassinen:#0f7b87;--yds-color-logo-yle-sami-radio:#0049bf;--yds-color-logo-areena:#29ccde;--yds-color-logo-yle-background-default:#f8f9fa;--yds-color-logo-yle-text:#131415;--yds-color-logo-background:#ffffff;--yds-color-logo-nega:#ffffff;--yds-color-logo-text:#000000;--yds-color-logo-yle:#f8f9fa;--yds-color-brand-yle:#00b4c8;--yds-color-tag-live:#e90e43;--yds-color-tag-default:#ffffff;--yds-color-tag-opinion:#3d5483;--yds-color-tag-yle-corporate:#00809c;--yds-color-tag-primary-action:#f8f9fa;--yds-color-tag-primary-action-variant:rgba(255, 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0.29);--yds-color-tietaja-background-variant-2:#292b2d;--yds-color-tietaja-text-score:#29ccde;--yds-color-tietaja-border-highlight:#29ccde;--yds-infographic-weather-icon-cloud-light:#d8d9db;--yds-infographic-weather-icon-cloud-mid:#878a8b;--yds-infographic-weather-icon-cloud-dark:#4a4f54;--yds-infographic-weather-icon-moon:#95c6ff;--yds-infographic-weather-icon-droplet:#ffffff;--yds-infographic-weather-icon-sun:#ffc400;--yds-infographic-text-default:#f8f9fa;--yds-infographic-background:#131415;--yds-infographic-tooltip-background:#ffffff;--yds-infographic-gridline:#4a4f54;--yds-infographic-text-negative:#131415;--yds-infographic-text-secondary:#b4b6b7;--yds-infographic-text-dark:#131415;--yds-infographic-text-light:#f8f9fa;--yds-infographic-text-plus:#29ccde;--yds-infographic-text-minus:#f26659;--yds-infographic-news-default-1:#7c59fa;--yds-infographic-news-default-2:#29ccde;--yds-infographic-news-default-3:#ffe387;--yds-infographic-news-default-4:#ff8f33;--yds-infographic-news-default-5:#9436b5;--yds-infographic-news-default-6:#fff3e2;--yds-infographic-news-monochrome-1:#e6e5ff;--yds-infographic-news-monochrome-2:#d3cbfb;--yds-infographic-news-monochrome-3:#b7a8fa;--yds-infographic-news-monochrome-4:#9479fb;--yds-infographic-news-monochrome-5:#694bd7;--yds-infographic-news-monochrome-6:#413091;--yds-infographic-sports-default-1:#5541ed;--yds-infographic-sports-default-2:#ea3e85;--yds-infographic-sports-default-3:#d4ff42;--yds-infographic-sports-default-4:#8578f2;--yds-infographic-sports-default-5:#f7abcb;--yds-infographic-sports-default-6:#ebfe8d;--yds-infographic-sports-monochrome-1:#eeeeff;--yds-infographic-sports-monochrome-2:#ddd9fc;--yds-infographic-sports-monochrome-3:#b3abf7;--yds-infographic-sports-monochrome-4:#8578f2;--yds-infographic-sports-monochrome-5:#5541ed;--yds-infographic-sports-monochrome-6:#372bb1;--yds-infographic-accent-news:#f26659;--yds-infographic-political-party-fi-kok-primary:#096de3;--yds-infographic-political-party-fi-kok-secondary:#0d4e9b;--yds-infographic-political-party-fi-ps-primary:#6fb4fc;--yds-infographic-political-party-fi-ps-secondary:#146498;--yds-infographic-political-party-fi-sdp-primary:#ff5a5a;--yds-infographic-political-party-fi-sdp-secondary:#a13e3f;--yds-infographic-political-party-fi-vihr-primary:#8fce29;--yds-infographic-political-party-fi-vihr-secondary:#5e8421;--yds-infographic-political-party-fi-kesk-primary:#099327;--yds-infographic-political-party-fi-kesk-secondary:#0d6020;--yds-infographic-political-party-fi-vas-primary:#e22a73;--yds-infographic-political-party-fi-vas-secondary:#8f214d;--yds-infographic-political-party-fi-rkp-primary:#ffdc5d;--yds-infographic-political-party-fi-rkp-secondary:#a1914a;--yds-infographic-political-party-fi-kd-primary:#923de8;--yds-infographic-political-party-fi-kd-secondary:#5f2c94;--yds-infographic-political-party-fi-liik-primary:#cf83c8;--yds-infographic-political-party-fi-liik-secondary:#7a5177;--yds-infographic-political-party-fi-others-primary:#aeb0b1;--yds-infographic-political-party-fi-others-secondary:#616263;--yds-infographic-scale-strongly-agree:#29ccde;--yds-infographic-scale-agree:#9cebf4;--yds-infographic-scale-neutral:#e8e9eb;--yds-infographic-scale-disagree:#f79c94;--yds-infographic-scale-strongly-disagree:#f26659;--yds-infographic-survey-yes:#29ccde;--yds-infographic-survey-no:#f26659;--yds-infographic-survey-empty:#e8e9eb;--yds-infographic-survey-neutral:#b4b6b7;--yds-shadow-sm:0 0 8px 0 rgba(0, 0, 0, 0.70);--yds-shadow-md:0 0 16px 0 rgba(0, 0, 0, 0.70);--yds-shadow-lg:0 0 24px 0 rgba(0, 0, 0, 0.87);--ukko-background:#131415;--ukko-background-contrast:#ffffff;--ukko-grey-background:var(--yds-color-background);--ukko-navigation-background:var(--yds-color-background-variant);--ukko-navigation-shadow:linear-gradient(0deg,rgba(0,0,0,0%),rgba(0,0,0,15%));--ukko-news-briefly-background:var(--yds-color-background-variant);--ukko-default-item-background:var(--yds-color-background-variant);--ukko-dark-item-background:var(--yds-color-background-variant);--selko-footer-background:#1f2123;--ukko-link:#ccdef5;--ukko-focus:var(--yds-color-border-primary-focus);--ukko-visited-link:#b4b6b7;--ukko-default-text:#f8f9fa;--ukko-text-contrast:#131415;--ukko-separator:rgba(255, 255, 255, 0.13);--ukko-alert:#e90e43;--ukko-location-select-option-hover:#292b2d;--ukko-default-play-button-background:#ffffff;--ukko-default-play-button-icon-color:#000000;--ukko-default-play-button-text-color:#f8f9fa;--ukko-inverse-play-button-background:#ffffff;--ukko-inverse-play-button-icon-color:#000000;--ukko-inverse-play-button-text-color:#f8f9fa;--ukko-weather-warnings-background:#323639;--ukko-pollen-even-row-background:#323639;--ukko-byline-journalistic-background-color:var(--yds-color-background);--ukko-placeholder-gradient-color-1:#191b1c;--ukko-placeholder-gradient-color-2:#1f2123;}}/*!sc*/ .dark-ukko-theme{-webkit-print-color-scheme:dark;color-scheme:dark;--yds-color-background:#131415;--yds-color-background-variant:#1f2123;--yds-color-background-negative:#ffffff;--yds-color-background-navigation:#000000;--yds-color-background-control:rgba(255, 255, 255, 0.53);--yds-color-background-control-disabled:rgba(255, 255, 255, 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class="GridSystem__GridRow-sc-aec765a1-1 ArticlePage__ArticleRow-sc-d019dc0d-2 kfJjPz fhIQCy"><main class="ArticlePage__ArticlePageMainColumn-sc-d019dc0d-0 ePodpb"><div class="GridSystem__GridCell-sc-aec765a1-0 ArticlePage__ArticleGridCell-sc-d019dc0d-1 gsGJfu jivZPe"><div data-testid="article-wrapper" class="ArticleWrapper__Wrapper-sc-bbdc12b4-0 fUdway"><article class="yle__article arkki-theme-default" data-vrsproduct="uutiset"><header class="yle__article__header"><div class="sc-ewMzwg taepJ"><a href="https://yle.fi/t/18-177448/fi" aria-label="Lisää artikkeleita aiheesta Saksa" class="ydscr__sc-w5hh4y-0 ftZGBr sc-gjXmFk eZuwUz">Saksa</a></div><h1 class="sc-hUAZgl asJKO yle__article__heading yle__article__heading--1">Saksa tekee taloudessaan satojen miljardien täyskäännöksen – tutkija kertoo kolme seurausta Suomelle</h1><p class="sc-ktvNQe sc-dslWvo hUYdmX cpEiOg yle__article__paragraph">Saksa käyttää pian jättisummia puolustukseen sekä infrastruktuuriin, digitalisaatioon ja ympäristöinvestointeihin.</p><figure class="sc-jcvEFQ gaAVHD yle__article__figure"><script type="application/ld+json">{"@id":"74-20150305","@context":"https://schema.org","image":{"@type":"ImageObject","description":"Saksan teollisuus saa pian jättimäisen investointipaketin. Suomelle se lupaa monesta syystä erityisen hyvää.","copyrightHolder":"IMAGO/Jochen Tack/ All Over Pres","url":"https://images.cdn.yle.fi/image/upload/ar_1.4998125234345707,c_fill,g_faces,h_511,w_767/dpr_2.0/q_auto:eco/f_auto/fl_lossy/39-143150167c85a795fc54","keywords":"kasvihuonekaasupäästöt,ilmakehä,ilmansaasteet,ruskohiili,hiilidioksidi,hiilivoimalat,ilmastonmuutos,Kasvihuoneilmiö,Saksa"}}</script><div class="sc-jIiDBi sc-lncAYT krYthw kackur"><div class="sc-gtlvkJ ddgSYf"><div class="sc-jHswkR cEPfYZ"><picture><source data-testid="source-for-S" media="(max-width: 767px)" srcSet="https://images.cdn.yle.fi/image/upload/ar_1.4998125234345707,c_fill,g_faces,h_511,w_767/dpr_2.0/q_auto:eco/f_auto/fl_lossy/v1741183767/39-143150167c85a795fc54 2x,https://images.cdn.yle.fi/image/upload/ar_1.4998125234345707,c_fill,g_faces,h_511,w_767/dpr_1.0/q_auto:eco/f_auto/fl_lossy/v1741183767/39-143150167c85a795fc54 1x"/><source data-testid="source-for-M" media="(min-width: 768px)" srcSet="https://images.cdn.yle.fi/image/upload/ar_1.4998125234345707,c_fill,g_faces,h_424,w_636/dpr_2.0/q_auto:eco/f_auto/fl_lossy/v1741183767/39-143150167c85a795fc54 2x,https://images.cdn.yle.fi/image/upload/ar_1.4998125234345707,c_fill,g_faces,h_424,w_636/dpr_1.0/q_auto:eco/f_auto/fl_lossy/v1741183767/39-143150167c85a795fc54 1x"/><img alt="Proomukuljetus Rhein-joella Saksassa taustallaan teollisuuden rakennuksia ja tehtaita." src="https://images.cdn.yle.fi/image/upload/c_crop,h_2244,w_3990,x_0,y_0/ar_1.7777777777777777,c_fill,g_faces,h_431,w_767/dpr_1.0/q_auto:eco/f_auto/fl_lossy/v1741183767/39-143150167c85a795fc54" class="sc-cSaEAk cdhOGu"/></picture></div><div class="sc-beKSRx hHCGQd"><button aria-disabled="false" class="ydscr__sc-17sr1bx-0 ydscr__sc-17sr1bx-2 hkXxLi eEigQy"><span class="ydscr__sc-17sr1bx-7 evfPYu yds-button__content">Avaa kuvien katselu</span></button></div></div></div><figcaption class="sc-fCSSOr kGprtX"><span>Saksan teollisuus saa pian jättimäisen investointipaketin. Suomelle se lupaa monesta syystä erityisen hyvää.</span><span> Kuva: IMAGO/Jochen Tack/ All Over Pres</span></figcaption></figure><div class="sc-lertIE kTspkI"><ul aria-label="Tekijä" class="sc-cYoYeT kAbMlH"><li class="sc-lkbiLU fbQXTy"><span class="sc-dOUtaJ fLwwxC">Petteri Lindholm</span></li></ul></div><div class="sc-bCCZMN ijFeZj"><div class="sc-ggPeai lantjH yle__article__date"><time class="sc-dmFEqP eNQWpc yle__article__date--published" dateTime="2025-03-18T19:04:10+02:00">18.3. 19:04</time></div></div><div class="sc-kXkCoi dDYHXD"><button data-testid="default-article-audio-placeholder" class="sc-HzvkS Okeff"><span aria-disabled="false" class="ydscr__sc-17sr1bx-0 ydscr__sc-17sr1bx-1 exIoZf huiFxY"><span class="ydscr__sc-17sr1bx-4 ydscr__sc-17sr1bx-6 fVOhsW kTNNhq yds-button__icon"><svg width="24" height="24" fill="none" viewBox="0 0 24 24" aria-hidden="true"><path fill="currentColor" fill-rule="evenodd" d="M5.52 2.122a1 1 0 0 1 1.02.037l14 9a1 1 0 0 1 0 1.682l-14 9A1 1 0 0 1 5 21V3a1 1 0 0 1 .52-.878" clip-rule="evenodd"></path></svg></span></span><span class="sc-iPzZWv koWch">Kuuntele juttu 3:52</span></button><div aria-hidden="true" class="sc-dRRvfZ fcPqiN"><div data-testid="default-article-audio-player"></div></div><div class="sc-ZpFXC ikbtJF"></div></div></header><section class="yle__article__content"><p class="sc-ktvNQe sc-WwxRR hUYdmX eUVjgm yle__article__paragraph">Biljoona eli tuhat miljardia. Siinä on karkea suuruusluokka investointipaketille, jonka Saksan parlamentti eli liittopäivät <a class="sc-irDnDc bAHixw yle__article__link" href="https://yle.fi/uutiset/lyhyesti/74-20150346" role="link">hyväksyi istunnossaan tiistaina</a>.</p><p class="sc-ktvNQe sc-WwxRR hUYdmX eUVjgm yle__article__paragraph">Tiukan talouskurin Saksa tekee seuraavanlaista täyskäännöstä velkarahalla:</p><ul class="sc-bACthX kVoeF yle__article__list yle__article__list--ul"><li class="sc-duGFKm hPraiZ">Puolustushankinnoista poistetaan perustuslakiin asti kirjattu velkajarru. Ilman sitä velkaa saisi olla enintään 0,35 prosenttia bruttokansantuotteesta. Tuloksena Saksa saattaa käyttää puolustukseensa lähivuosina runsaasti yli 500 miljardia euroa.</li></ul><ul class="sc-bACthX kVoeF yle__article__list yle__article__list--ul"><li class="sc-duGFKm hPraiZ">Saksa perustaa velkarahalla 500 miljardin euron erityisrahaston. Se käytetään infrastruktuurin kehittämiseen, digipalveluihin, talouden uudistamiseen ja ilmastoinvestointeihin.</li></ul><p class="sc-ktvNQe sc-WwxRR hUYdmX eUVjgm yle__article__paragraph">Luvassa on niin suuri määrä investointeja, että ne kiihdyttävät kasvua laajasti, sanoo Elinkeinoelämän tutkimuslaitos Etlan tutkija <strong class="sc-fQMTnL jFPcdh yle__article__strong">Sakari Lähdemäki</strong>.</p><p class="sc-ktvNQe sc-WwxRR hUYdmX eUVjgm yle__article__paragraph">– Nyt ei pelata millään pikkurahoilla. Euroopassa kasvu on tällaisen paketin toteutuessa täysimääräisenä selvästi vahvempaa.</p><h2 class="sc-flQbIK iMPmBE yle__article__heading yle__article__heading--2">1. Suomen vienti saa tukea</h2><p class="sc-ktvNQe sc-WwxRR hUYdmX eUVjgm yle__article__paragraph">Saksa aikoo investoida lähivuosina eritoten infrastruktuuriinsa. Se sopii mainiosti Suomelle, jonka viennissä korostuvat teollisuudessa käytettävät koneet ja laitteet.</p><p class="sc-ktvNQe sc-WwxRR hUYdmX eUVjgm yle__article__paragraph">– Silloin kun tehdään investointeja infraan, esimerkiksi metalliteollisuuden tuotteiden kysyntä kasvaa, Lähdemäki sanoo.</p><p class="sc-ktvNQe sc-WwxRR hUYdmX eUVjgm yle__article__paragraph">Saksan merkitystä lisää se, että maa on ollut vuodesta toiseen Suomen tärkeimpiä vientimaita. Viime vuosina Saksan talouden yskiminen ja teollisuuden vaikeudet ovat syöneet Suomen talouskasvua.</p><h2 class="sc-flQbIK iMPmBE yle__article__heading yle__article__heading--2">2. Toimialat suosivat Suomea</h2><p class="sc-ktvNQe sc-WwxRR hUYdmX eUVjgm yle__article__paragraph">Puolustukseensa Saksa saattaa käyttää tulevina vuosina jopa runsaasti yli 500 miljardia euroa. Puolustusmenoja kasvattavat samaan aikaan useimmat muutkin maat.</p><p class="sc-ktvNQe sc-WwxRR hUYdmX eUVjgm yle__article__paragraph">Lähdemäki sanoo, että viime vuosien kehityksen perusteella Suomen puolustusteollisuus valmistaa kilpailukykyisiä tuotteita.</p><p class="sc-ktvNQe sc-WwxRR hUYdmX eUVjgm yle__article__paragraph">– Se on vielä aika pieni teollisuuden haara, mutta kasvupotentiaalia on sen perusteella, kuinka paljon puolustusteollisuus on jo viime vuosina kasvanut.</p><p class="sc-ktvNQe sc-WwxRR hUYdmX eUVjgm yle__article__paragraph">Näin arvioidaan myös Suomen Teollisuussijoitus Tesin <a class="sc-irDnDc bAHixw yle__article__link" href="https://tesi.fi/tiedote/suomalainen-puolustusteollisuus-kovassa-kasvussa-ja-erityisesti-kaksikayttotuotteet-kiinnostavat-sijoittajia/" role="link">selvityksessä</a>, jonka mukaan Suomeen on perustettu kiihtyvään tahtiin nopeasti kasvavia puolustusalan kasvuyrityksiä.</p><p class="sc-ktvNQe sc-WwxRR hUYdmX eUVjgm yle__article__paragraph">Sata miljardia 500 miljardin erityisrahastosta taas on tarkoitus käyttää vihreää energiaa ja ympäristöä koskeviin investointeihin. Se lupaa hyvää lukuisille <a class="sc-irDnDc bAHixw yle__article__link" href="https://yle.fi/a/74-20143501" role="link">Suomeen suunnitelluille</a> vihreän siirtymän hankkeille.</p><p class="sc-ktvNQe sc-WwxRR hUYdmX eUVjgm yle__article__paragraph">– Jos Saksa vauhdittaa [energiahankkeita], se voi sitten vauhdittaa niitä Suomessakin, Lähdemäki sanoo.</p><p class="sc-ktvNQe sc-WwxRR hUYdmX eUVjgm yle__article__paragraph">Sekin sataa Suomen laariin, että Saksa kohdentaa osan infrastruktuuri-investoinneistaan digitalisaation edistämiseen.</p><p class="sc-ktvNQe sc-WwxRR hUYdmX eUVjgm yle__article__paragraph">– Suomella olisi annettavaa Saksalle myös digipalveluissa. Pidän sitä aika korkean potentiaalin mahdollisuutena.</p><h2 class="sc-flQbIK iMPmBE yle__article__heading yle__article__heading--2">3. Uhkana inflaation kiihtyminen</h2><p class="sc-ktvNQe sc-WwxRR hUYdmX eUVjgm yle__article__paragraph">Lähdemäki toteaa, että Saksan kasvupaketti on niin suuri, että se voi kiihdyttää inflaatiota.</p><p class="sc-ktvNQe sc-WwxRR hUYdmX eUVjgm yle__article__paragraph">– Se voisi tarkoittaa sitä, että korkotaso jää korkeammaksi.</p><p class="sc-ktvNQe sc-WwxRR hUYdmX eUVjgm yle__article__paragraph">Korkeampi korkotaso merkitsisi pientä jarrutusta muihin investointeihin.</p><p class="sc-ktvNQe sc-WwxRR hUYdmX eUVjgm yle__article__paragraph">Yleisin asuntolainakorko eli 12 kuukauden euribor on tällä hetkellä hieman alle 2,5 prosentissa. Ekonomistit <a class="sc-irDnDc bAHixw yle__article__link" href="https://yle.fi/a/74-20146928" role="link">arvioivat</a>, että korot jäisivät pitkällä aikavälillä Euroopassa noin kahden prosentin tuntumaan.</p><p class="sc-ktvNQe sc-WwxRR hUYdmX eUVjgm yle__article__paragraph"><strong class="sc-fQMTnL jFPcdh yle__article__strong">Saksalainen turvallisuusprofessori kertoo, miksi Saksa teki täyskäännöksen puolustusrahoissaan:</strong></p><figure class="sc-jcvEFQ hSACyE yle__article__figure"><script type="application/ld+json">{"@id":"74-20150305","@context":"https://schema.org","video":{"@type":"VideoObject","name":"IISS:n Berliinin toimiston johtaja Ben Schreer luettelee kolme syytä, joiden vuoksi Saksa on tehnyt täyskäännöksen suhteessaan 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Siinä on karkea suuruusluokka investointipaketille, jonka Saksan parlamentti eli liittopäivät [hyväksyi istunnossaan tiistaina](https:\u002F\u002Fyle.fi\u002Fuutiset\u002Flyhyesti\u002F74-20150346).","type":"text"},{"text":"Tiukan talouskurin Saksa tekee seuraavanlaista täyskäännöstä velkarahalla:","type":"text"},{"items":["Puolustushankinnoista poistetaan perustuslakiin asti kirjattu velkajarru. Ilman sitä velkaa saisi olla enintään 0,35 prosenttia bruttokansantuotteesta. Tuloksena Saksa saattaa käyttää puolustukseensa lähivuosina runsaasti yli 500 miljardia euroa."],"type":"bullet-list"},{"items":["Saksa perustaa velkarahalla 500 miljardin euron erityisrahaston. Se käytetään infrastruktuurin kehittämiseen, digipalveluihin, talouden uudistamiseen ja ilmastoinvestointeihin."],"type":"bullet-list"},{"text":"Luvassa on niin suuri määrä investointeja, että ne kiihdyttävät kasvua laajasti, sanoo Elinkeinoelämän tutkimuslaitos Etlan tutkija **Sakari Lähdemäki**.","type":"text"},{"text":"– Nyt ei pelata millään pikkurahoilla. Euroopassa kasvu on tällaisen paketin toteutuessa täysimääräisenä selvästi vahvempaa.","type":"text"},{"text":"1. Suomen vienti saa tukea","level":2,"type":"heading"},{"text":"Saksa aikoo investoida lähivuosina eritoten infrastruktuuriinsa. Se sopii mainiosti Suomelle, jonka viennissä korostuvat teollisuudessa käytettävät koneet ja laitteet.","type":"text"},{"text":"– Silloin kun tehdään investointeja infraan, esimerkiksi metalliteollisuuden tuotteiden kysyntä kasvaa, Lähdemäki sanoo.","type":"text"},{"text":"Saksan merkitystä lisää se, että maa on ollut vuodesta toiseen Suomen tärkeimpiä vientimaita. Viime vuosina Saksan talouden yskiminen ja teollisuuden vaikeudet ovat syöneet Suomen talouskasvua.","type":"text"},{"text":"2. Toimialat suosivat Suomea","level":2,"type":"heading"},{"text":"Puolustukseensa Saksa saattaa käyttää tulevina vuosina jopa runsaasti yli 500 miljardia euroa. Puolustusmenoja kasvattavat samaan aikaan useimmat muutkin maat.","type":"text"},{"text":"Lähdemäki sanoo, että viime vuosien kehityksen perusteella Suomen puolustusteollisuus valmistaa kilpailukykyisiä tuotteita.","type":"text"},{"text":"– Se on vielä aika pieni teollisuuden haara, mutta kasvupotentiaalia on sen perusteella, kuinka paljon puolustusteollisuus on jo viime vuosina kasvanut.","type":"text"},{"text":"Näin arvioidaan myös Suomen Teollisuussijoitus Tesin [selvityksessä](https:\u002F\u002Ftesi.fi\u002Ftiedote\u002Fsuomalainen-puolustusteollisuus-kovassa-kasvussa-ja-erityisesti-kaksikayttotuotteet-kiinnostavat-sijoittajia\u002F), jonka mukaan Suomeen on perustettu kiihtyvään tahtiin nopeasti kasvavia puolustusalan kasvuyrityksiä.","type":"text"},{"text":"Sata miljardia 500 miljardin erityisrahastosta taas on tarkoitus käyttää vihreää energiaa ja ympäristöä koskeviin investointeihin. Se lupaa hyvää lukuisille [Suomeen suunnitelluille](https:\u002F\u002Fyle.fi\u002Fa\u002F74-20143501) vihreän siirtymän hankkeille.","type":"text"},{"text":"– Jos Saksa vauhdittaa \\[energiahankkeita\\], se voi sitten vauhdittaa niitä Suomessakin, Lähdemäki sanoo.","type":"text"},{"text":"Sekin sataa Suomen laariin, että Saksa kohdentaa osan infrastruktuuri-investoinneistaan digitalisaation edistämiseen.","type":"text"},{"text":"– Suomella olisi annettavaa Saksalle myös digipalveluissa. Pidän sitä aika korkean potentiaalin mahdollisuutena.","type":"text"},{"text":"3. Uhkana inflaation kiihtyminen","level":2,"type":"heading"},{"text":"Lähdemäki toteaa, että Saksan kasvupaketti on niin suuri, että se voi kiihdyttää inflaatiota.","type":"text"},{"text":"– Se voisi tarkoittaa sitä, että korkotaso jää korkeammaksi.","type":"text"},{"text":"Korkeampi korkotaso merkitsisi pientä jarrutusta muihin investointeihin.","type":"text"},{"text":"Yleisin asuntolainakorko eli 12 kuukauden euribor on tällä hetkellä hieman alle 2,5 prosentissa. Ekonomistit [arvioivat](https:\u002F\u002Fyle.fi\u002Fa\u002F74-20146928), että korot jäisivät pitkällä aikavälillä Euroopassa noin kahden prosentin tuntumaan.","type":"text"},{"text":"**Saksalainen turvallisuusprofessori kertoo, miksi Saksa teki täyskäännöksen 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