26.11.2025
The industrial order of the last 30 years just broke, quietly.
2025 marks a historic turning point: Germany, once the world’s industrial powerhouse, now imports more capital goods from China than it exports. A symbolic reversal that forces Europe to rethink its technological sovereignty and industrial strategy.
This isn’t deglobalization — it’s a global industrial renaissance. Countries are reshoring production, rebuilding infrastructure, boosting defense, and securing critical supply chains.
At the same time, the eurozone is shifting from high inflation to near-deflation, with slowing growth and weakening labor markets. The ECB is running out of time.
Two tectonic plates are moving in 2025: Germany’s industrial model is cracking, and Europe’s economic cycle is turning sharply. The global industrial map is being rewritten.
Watch the video by John Plassard, Partner & Head of Investment Strategy at Cité Gestion!
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