Erste Asset Management

5 results for "Monthly archive:February 25, 2016"

Monthly archive:February 25, 2016

Earnings season triggers downward revisions
Earnings season triggers downward revisions
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Earnings season triggers downward revisions

Earnings are key for equity investors, as also my colleague Harald Egger emphasized in this blog two weeks ago. This basic truth is even more relevant as usual at a time when a multi-year equity bull market has ended and a wobbly global economic backdrop is weighing on market sentiment. In this situation, corporate earnings […]

Current earnings development advises caution
Current earnings development advises caution
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Current earnings development advises caution

The international stock exchanges recorded a rather dismal start into the new year. The reasons cited most frequently were China and the declining oil price. A weaker Chinese economy will definitely register also on an international scale due to the mere size of the country. While a weaker oil price is beneficial to consumers, it […]