Erste Asset Management Investment Blog

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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 […]

When will the earnings momentum rise on the European equity markets?
When will the earnings momentum rise on the European equity markets?
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When will the earnings momentum rise on the European equity markets?

The stock exchanges have been moving sideways and down for weeks. There are of course enough uncertainty factors such as the Greek crisis, the correction on the Chinese stock exchange, and the expected interest rate increase in the USA that can serve as explanation. However, one factor that has (so far) been left out of […]