Erste Asset Management Investment Blog

APA FINANCE / ERSTE AM COMMUNICATIONS

A blog post by APA Finance together with Erste AM Communications.

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Luxury goods sector could resume expansion
Luxury goods sector could resume expansion
 (c) AdobeStock

Luxury goods sector could resume expansion

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For years, the growing demand for luxury lifestyle products kept the tills of the luxury goods industry ringing. In 2024, that has changed: after years of booming sales, the industry experienced a decline for the first time since the coronavirus outbreak of 2020.

This year, the market could return to growth. Hopes are pinned on a comeback of the important sales market China and a growing appetite for luxury goods among Americans. How are the listed industry heavyweights LVMH & Co. faring in this environment and why are European stocks particularly worth a look in the world of glamor and luxury?

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Election in Germany: New government must lead the country out of the economic crisis
Election in Germany: New government must lead the country out of the economic crisis

Election in Germany: New government must lead the country out of the economic crisis

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Following the premature end of the traffic light coalition, Germany will elect a new Bundestag in around a week’s time. The challenges for the future government are manifold. First and foremost, the weakening economy needs to be revitalised. We take a look at the real state of the EU’s former economic engine and what the parties have in store for the crisis.

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Space industry hopes for new boom under Donald Trump
Space industry hopes for new boom under Donald Trump

Space industry hopes for new boom under Donald Trump

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With Donald Trump in the White House, the private space industry is hoping for a new lease of life. Right at his inaugural address, Trump announced a manned mission to Mars. Many experts see the SpaceX group, led by Trump confidant Elon Musk, as naturally being in pole position for new government contracts. But other companies, such as Blue Origin, owned by Amazon founder Jeff Bezos, also want to get involved. Experts also see potential for the European space industry.

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Trump’s tariff plans: a game with no winners?
Trump’s tariff plans: a game with no winners?
 (c) AdobeStock

Trump’s tariff plans: a game with no winners?

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On 20 January, the world will once again look to Washington with anticipation as Donald Trump is sworn in as US President for the second time in front of the Capitol. In any case, his statements and plans are already the focus of attention on the financial markets.

Trump is planning high import tariffs for goods, for example from Mexico and China. The possible consequences range from the threat of a trade war to a comeback of inflation. In the end, will no one benefit from the planned tariff measures?

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China prepares economic stimulus package in response to recession and looming trade war
China prepares economic stimulus package in response to recession and looming trade war

China prepares economic stimulus package in response to recession and looming trade war

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The former growth engine China is having trouble getting back on track. Geopolitical tensions, the crisis in the domestic real estate sector and weak domestic consumption are hampering the country’s economy.

The government in Beijing is using billions in support measures not only to counter the economic downturn, but also to brace itself against the tariffs announced by US President-elect Donald Trump. But can these measures also help the faltering Chinese stock market?

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Traffic light coalition stop – fast lane or reform logjam in Germany?
Traffic light coalition stop – fast lane or reform logjam in Germany?
 (c) Hannes P Albert / dpa / picturedesk.com

Traffic light coalition stop – fast lane or reform logjam in Germany?

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First, Donald Trump’s victory in the US presidential election, and then the end of the coalition government: What does the German economy have to look forward to? Experts see major challenges ahead for the world’s fourth-largest economy. However, the upcoming elections also offer the potential for a fresh start. In today’s blog post, we discuss what this could look like.

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Deficit spiraling out of control: French government plans drastic austerity program
Deficit spiraling out of control: French government plans drastic austerity program

Deficit spiraling out of control: French government plans drastic austerity program

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The high deficit in the French national budget is forcing the new government to implement drastic austerity measures. Investors are keeping a close eye on the announced plans, as the tense financial situation has been noticeable on the stock market for some time.

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Tense situation in the Middle East: Will oil prices rise again?
Tense situation in the Middle East: Will oil prices rise again?
 (c) Khalil Dawood Xinhua / Eyevine / picturedesk.com

Tense situation in the Middle East: Will oil prices rise again?

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Oil prices have fallen significantly in the year to date, which also had a noticeable dampening effect on inflation. However, this could change with the further escalation in the Middle East. Following the Iranian missile attack on Israel, Prime Minister Netanyahu announced retaliation.

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Is the AI Rally Nearing its End?
Is the AI Rally Nearing its End?
 (c) pexels

Is the AI Rally Nearing its End?

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Following this week’s interest rate cut by the US Federal Reserve, shares related to artificial intelligence (AI) applications are once again in the spotlight. Investors are hoping that AI will have a positive impact on the business figures of the key players. With the ERSTE STOCK TECHNO fund, you can invest in the most important companies in future technologies.

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Japan: Back to Normality
Japan: Back to Normality

Japan: Back to Normality

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The Japanese stock market quickly recovered from the slide at the beginning of the month. However, attention remains focused on the Japanese central bank after it announced that it would hold off on further interest rate hikes for the time being. However, the Bank of Japan’s direction of travel seems clear: away from the ultra-loose monetary policy of recent years.

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