UBS On-Air: Market Moves Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 41)
Jul 24, 2025
Burkhard Varnholt, an expert on Germany's market dynamics, shares his keen insights into the country’s economic resurgence. He discusses how significant government investments are reshaping industries like fintech and defense while bolstering international confidence. Varnholt emphasizes the importance of the Mittelstand—Germany’s small and medium enterprises—as prime investment opportunities, showcasing their focus on quality and innovation. His boots-on-the-ground perspective offers valuable lessons for global investors navigating today's market.
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Germany's Business Leaders Unite
- Germany's biggest business leaders closed ranks with Chancellor Merck and Minister Katharina Reiche at a key meeting.
- They announced symbolic $700 billion in CapEx investments into jobs, factories, and research over the next three years.
Germany's Economic Rebound
- Germany's confidence rebounded after severe economic hits from the Ukraine war and energy price surges.
- Major energy infrastructure investments and leaner manufacturing revived profits and economic momentum.
New Policies Accelerate Growth
- Structural reforms and investments in security and infrastructure accelerated under a new pro-business government.
- The America First policy triggered a Europe-wide urgency, boosting markets including Germany's.