Jens Südekum: Deutschland nutzt Europas neuen Investitionshunger
Energie, Digitalisierung und Infrastruktur treiben die Nachfrage in Europa – und deutsche Anbieter profitieren. Für den großen Aufschwung fehlt aber etwas Entscheidendes. Ein Gastbeitrag.
Jens Südekum reports that Germany is benefiting from Europe's surge in investment demand. The country's economic growth has been pleasantly surprising with figures pointing upwards rather than downwards. In the second quarter, the Gross Domestic Product grew by 0.3 percent, following a 0.4 percent increase at the start of the year.
Exports have surged, industrial production has stabilized, and there are positive signs in order intake. Meanwhile, the mood has brightened: the Ifo business climate index has risen, export expectations have jumped, and purchasing managers' indices suggest increased dynamism in industry. Experts predict that major economic research institutions may revise their forecasts upwards this week.
KfW Research has already projected 1.1 percent growth for 2026. These developments indicate that the German economy has started the year much stronger than expected a few months ago. The main impetus for this stronger development is currently coming from foreign trade, particularly from Europe. While China's business remains weak and the United States does not provide a significant boost, German exports to the EU have increased by 7.5 percent. This growth could signal a structurally important shift.
Written by urgent.news from Handelsblatt's reporting — not their text. Machine-written — may contain errors; check the original before relying on it.
