Greece’s Next Move: Which Emerging Sectors and Stocks Are Driving Its Future?
FAQ 262
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After a decade of recovery, Greece’s economy is expanding steadily (GDP ~+0.9% in Q4 2024) and is projected to grow ~2.0–2.3% in 2025. This resilience is underpinned by high primary surpluses (≈2% of GDP) and rising EU Recovery & Resilience Fund (RRF) inflows (rising from 1.8% of GDP in 2024 to ~3.6% by 2026). The Greek government has channeled this stability into future-proof sectors. Growth funds explicitly target “New Economy” areas – energy, agrotechnology, circular economy, blue (maritime) economy and digital infrastructure – as a hedge against geopolitical and economic uncertainty. Indeed, Greek firms cite economic risk (45%) and geopolitical instability (41%) as top deterrents to investment, so diversifying into high-growth, resilient sectors is seen as critical.
Emerging Growth Sectors in Greece
Digital & ICT: Greece is rapidly digitizing. A 2025 U.S. Commerce report notes that the country aims to be fully digitized by 2030, leveraging EU funds (e.g. National Recovery Plan) to modernize networks and public services. Greece’s ICT market is already about US$8.8 billion in 2025, with a 12.5% projected CAGR through 2033. Major projects – €176 million for 5G rollout and €467 million for SME digitalization – underscore this push. A tech-savvy workforce is on the rise (67% of entrepreneurs plan to hire more full-timers), fueling demand for cloud, AI and software solutions.
Renewable Energy & Sustainability: Clean energy is a top priority, with 38% of Greece’s Recovery Plan devoted to climate goals. Reforms target decarbonization through renewables, efficiency, and hydrogen, streamlining licensing and expanding storage. Investments back solar heaters, green hydrogen pilots, and major solar and wind projects, including new offshore programs and grid upgrades like the Cyclades link. Both public and private sectors are accelerating the shift to a resilient, low-carbon energy system.
Blue Economy & Shipping: Greek shipping remains a powerhouse, with nearly 5,000 vessels—17% of global tonnage. The sector is modernizing through energy-efficient and alternative-fuel ships, while new port and maritime investments support the “blue economy.” Strategic contracts, like Petrobras’s DP2 shuttle tankers, ensure steady income, making this deep blue cluster a stable counterbalance to tourism cycles
Greek Stocks to Watch Out For
Public Power Corporation: Greece’s former monopoly power utility is now at the forefront of the green transition. In H1 2025 PPC reported €0.2 bn net profit (H1) and ~€1.0 bn EBITDA, driven by massive capex (H1: €1.3 bn, 90% in renewables/distribution). Its wind and solar capacity hit 6.3 GW, making renewables ~32% of output. PPC aims to be coal-free by 2026, on track to meet its full-year €2 bn EBITDA target. The balance sheet remains solid (leverage ~3.2x) even after €6 bn of recent investment. This strong operational turnaround and growth in power prices/capacity expansion support dividends (H1 2025 dividend €0.60/share) and make PPC a direct play on Greece’s clean-energy shift.
