Erste Asset Management

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Market update: Economists see Germany economy regaining momentum
Market update: Economists see Germany economy regaining momentum

Market update: Economists see Germany economy regaining momentum

In football, things have been going well for the European Championship host country Germany recently with its place in the round of 16, but the economy has been in the doldrums in recent quarters. According to leading economists, this could now change. Positive signals from industry and private consumption indicate that the German economy is regaining momentum.

Europe’s Economy Faces Major Challenges After Parliament Elections
Europe’s Economy Faces Major Challenges After Parliament Elections
(c) Unsplash / Jonas Horsch

Europe’s Economy Faces Major Challenges After Parliament Elections

The European People’s Party (EPP) remained the strongest group in the EU Parliament in last Sunday’s EU elections. Right-wing populist parties made significant gains in many of the 27 EU member states. What impact will the election result have?

China hopes to extend its export boom with continued investments
China hopes to extend its export boom with continued investments

China hopes to extend its export boom with continued investments

Thanks to booming exports, the Chinese economy started the year with surprisingly strong growth. As growth has now lost some of its momentum, the aim is to keep the export boom going with new investments. However, this could have a negative impact on the trade dispute with the US and the EU.

20th Anniversary of the 2004 EU Enlargement: The Success Story Continues
20th Anniversary of the 2004 EU Enlargement: The Success Story Continues
(c) pexels

20th Anniversary of the 2004 EU Enlargement: The Success Story Continues

The EU is celebrating a political and economic success story with the 20th anniversary of the EU’s eastward enlargement on 1 May. The countries that joined at that time and those that followed have caught up massively in economic terms. The signs continue to point to solid growth in the region.

EVs: Industry plans to drive sales with price reductions, compact models, and new batteries
EVs: Industry plans to drive sales with price reductions, compact models, and new batteries

EVs: Industry plans to drive sales with price reductions, compact models, and new batteries

Even though the car industry continues to focus on e-cars, demand has recently stalled somewhat. In addition to the major car manufacturers, more and more tech companies are entering the market. Meanwhile, a new hope for the future is emerging in the field of battery technology.

Pharma industry continues to profit from booming weight loss drugs
Pharma industry continues to profit from booming weight loss drugs

Pharma industry continues to profit from booming weight loss drugs

The boom in weight loss products has long since spread to the stock markets. While the shares of pharmaceutical companies Novo Nordisk and Eli Lilly are benefiting from the high demand, other industry giants are also looking to follow. However, experts are also warning of possible side effects of the drugs, which were originally developed to treat diabetes.

AI Boom Yields Strong Quarterly Gains for US Tech Giants
AI Boom Yields Strong Quarterly Gains for US Tech Giants

AI Boom Yields Strong Quarterly Gains for US Tech Giants

The topic of artificial intelligence continues to flourish on the stock market. The US chip company Nvidia recently attracted attention with another strong set of quarterly figures. How did the rest of the “Magnificent Seven” fare in the reporting season and what are the plans of the tech giants in the AI sector?

Davos 2024: Climate Crisis, AI, geopolitics and interest rates were key topics
Davos 2024: Climate Crisis, AI, geopolitics and interest rates were key topics
(c) Lian Yi Xinhua / Eyevine / picturedesk.com

Davos 2024: Climate Crisis, AI, geopolitics and interest rates were key topics

Last week, many high-ranking representatives from politics and business once again gathered in Davos, Switzerland, for the annual World Economic Forum. The most pressing topics were the use of AI, the climate crisis and geopolitical tensions. Meanwhile, central bankers made interesting statements on future interest rate policy.