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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Link to the program14.10.2026
Will France keep financing yesterday, or start investing in tomorrow?
As debt, pension costs and interest payments rise, France risks sacrificing tomorrow's opportunities to finance yesterday's commitments.
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