Latest Industry Trends News

đź“…December 4, 2025 at 1:00 PM
Global industry trends in December 2025 highlight slowing growth, supply chain shifts, AI-driven sector divergence, and a K-shaped economy, with healthcare and value stocks outperforming amid market turbulence and regulatory uncertainty.
1

Global Economic Growth Slows to 2.6%

UNCTAD projects world economic growth will slow to 2.6% in 2025 and 2026, down from 2.9% in 2024, due to financial volatility and geopolitical uncertainty Source 9, Source 10.

2

Globalization Slows, Supply Chains Shift

Geopolitical tensions and trade policies are driving a slowdown in globalization, with companies prioritizing resilience through nearshoring and multi-shoring strategies Source 1, Source 6.

3

AI Investment Fuels Tech Sector

AI-related infrastructure spending surged to $500 billion in 2025, with mega-cap tech firms leading earnings growth and market dominance Source 3.

4

K-Shaped Economy Impacts Consumers

High-income consumers remain strong, while lower-income groups face pressures, creating a bifurcated economic landscape Source 2, Source 3.

5

Healthcare and Utilities Outperform

Healthcare and utilities led sector gains in November, with healthcare technology seen as a safe haven amid market volatility Source 2, Source 5, Source 7.

6

Cyclical Sectors Face Pressure

Luxury retail, travel, hospitality, and real estate are struggling with reduced consumer spending and lower demand Source 1, Source 3.

7

Manufacturing and Services Slow Down

December's Composite PMI fell below forecast, signaling a slowdown in both manufacturing and services sectors due to cost pressures and labor market weakness Source 5.

8

Value Stocks Outperform Growth

Value and core stocks outperformed growth stocks in November, with the Morningstar US Value Index rising 3.06% Source 7.

9

Regulatory Uncertainty Affects Tech

Regulatory changes and scrutiny around AI valuations are impacting tech sector performance and investor sentiment Source 2, Source 3.

10

Reshoring and Nearshoring Rise

U.S. companies are increasingly bringing manufacturing back home due to economic, technological, and political factors Source 6.