Current market information and expert opinions 📈🌍📉
What’s happening on the stock markets? Which sectors and trends are currently popular on the market? Where is the global economy heading, and how are the latest economic developments affecting share prices? Here, our experts and fund managers provide answers to the most pressing questions for investors 👉
The semiconductor industry is considered one of the biggest beneficiaries of the AI boom. Investors therefore kept a close eye on the sector’s figures for the first three months of 2025. One thing became clear: the expansion of AI infrastructure continues to deliver good results for most chip companies – but the sword of Damocles in the form of impending US tariffs is still hanging over industry giants such as Nvidia & Co. Read more in today’s blog post.
Following the tariffs shock and the accompanying market turmoil, the deferral of said tariffs has led to a surprisingly rapid upturn on the equity markets. That being said, uncertainty remains high, even though the US reporting season has been positive so far. Read more in the market commentary by Gerald Stadlbauer, Head of Discretionary Portfolio Management.
The US government’s extensive tariff plans have been causing volatility on the stock markets since last week. Yesterday’s announcement of a 90-day pause for the new tariffs was met with relief by the markets – even though a further escalation between the US and China is on the horizon. We take a look at the current situation on the financial markets and analyse the possible consequences of an escalation in the trade conflict.
India has been one of the fastest growing economies in the world for several years. Can it step out of China’s shadow or will it stay only a contender?
In May, the general election in India brought a clear victory for former PM Modi. The Indian stock market increased almost continuously. Can the strong economic growth continue? More in our blog!
The US and Europe are the two most important equity markets worldwide. In our article, we present 6 charts that show the difference between the European and US stock markets.
Japan is currently on several levels in the spell of US President Donald Trump’s trade policy. Will there be a free trade agreement soon and what would such an agreement mean for the Japanese economy?
After a strong setback in December 2018, technology stocks made a brilliant comeback in the first four months of this year. ESPA STOCK TECHNO fund manager Bernhard Ruttenstorfer explains the reasons for the new price appreciation, from which the technology sector benefits and what must be considered when investing.
Croatia has finally received the long-awaited investment grade rating. What’s next? Our senior fund manager Ivana Kunstek answers the most important questions.
China accounts for just under 16% of world gross domestic product, making it the second largest economy in the world. Can this success story be continued – what speaks for and what against it?
When share prices rise on the stock markets, investors are happy. How do dividend stocks work and what’s in it? In our blog post we give an overview of the main features of dividends.
The trade war between China and the USA reaches a new stage. With the announcement by US President Trump threatening to raise the penalty for Chinese imports to 25 percent, the fronts seem hardened. Will there be an early resolution of the trade dispute and what does a further escalation mean for the global economy?
A US stock exchange peaked in the reporting season last week. In any case the first quarter was already doing exceptionally well. Whether and how long this pace can be maintained is questionable. Will the current phase on the US stock exchanges soon be nearing its end?
The IMF Spring Meetings of the International Monetary Fund in Washington hosts events for emerging market investors. Our senior fund manager Felix Dornaus was there & reports on his most important impressions.
What has the financial crisis shown us and what lessons have policy makers learned about “too big to fail”? The Deutsche Bank Commerzbank merger offers a lot of conversation points.
The countries of Central, Eastern and Southeastern Europe are among the most important economic growth markets for Europe. How are the prospects for next year?
“The search for returns continues” – What were the latest developments and what are the yields like?
Fund manager Bernd Stampfl gives the answers to the most important questions.
Current situation on the oil market – in the previous week oil prices have been rising for four months.
There is currently a surge but how is the struggle for stable oil prices going? Interested ? Read on here.
What were the biggest challenges last year, and what are the opportunities in 2019? Emerging markets fund manager Péter Varga answers the most important questions.
The US economy has developed very solidly since the financial crisis. The current expansion could soon become the longest in US history.
Currently the US remains strong but the key question is: Will it continue? Read on here!
The majority of economic indicators point to a slowdown in global real economic growth.
How will this dichotomy between the market and the economic environment be resolved and will there be a stabilization?
The European media has been paying attention to unorthodox economic policies in Hungary for years, supporting or opposing them depending where they stand on the political spectrum. At the same time Hungarian decision makers always stress they represent normality. Nowadays the question is: should we finally expect both monetary and fiscal policy normalization in the following years?
US President Trump postponed the deadline for new tariffs on imports from China. The key question is: Will there be an early resolution of the trade dispute between the US and China?
Risky asset classes such as equities have recorded price increases at the beginning of the year. The core question for the investor is: Is this recovery after the sharp decline in Q4 sustainable or not?
Oil production, state crisis, costly restructuring: Venezuela is in crisis. What’s next? Our analysts Christian Gaier & Felix Dornaus provide the answers.
The Presidency of the Council of the European Union caught Romania in a difficult position, both from a political and macroeconomic perspective. Now the question arises – Quo vadis Romania?
In view of a trade war, the Brexit and the threat of an economic downturn, the World Economic Forum meeting this year was dominated by calls for increased international cooperation. Read here what Lagarde and Merkel had to say.
As hopes for an end to the trade war between the US and China increase, the stock markets reflected the sentiment with gains at the outset of the new year. Find out more in the new blog entry.
Many savers are fed up with investing their saved-up capital at low interest rates. The question everyone is asking themselves now is how to earn a good yield on one’s hard-earned capital in times of low interest rates like nowadays?
The positive reaction to the agreement between the USA and China on not further escalating the trade conflict for the time being was only short-lived. Risky assets remain under pressure. A number of factors continue to burden the markets.
The engine of the economy in Slovakia is running on a good momentum. In recent years it has been going through a cyclical upswing. Take a look at the drivers, but also consider potential threats going forward.
The “divorce agreement” of the British with the EU stands. At the highly anticipated EU Special Summit on Sunday, Britain and the EU agreed on their post-Brexit relations at the end of March 2019. Now only the vote in the British House of Commons is missing. It’s getting tight.
The People’s Republic of China is one of the winners of globalisation – but the strong economic growth has also created asymmetries within the Chinese economy. Read more about how the “Made in China 2025”-strategy will help and what role the new silk road plays.
The year started strongly for European markets with investors favoring Italian banks and stocks. But then came the budget proposal of the new Italian government, changing the mood abruptly. Read about it in our new blog!
In 1988, MSCI Emerging Markets Index was launched and consisted of just 10 countries representing less than 1% of world market capitalization. Today the index consists of 24 countries representing 10% of world market capitalization. Read here about the changes expected until June 2020 to one of the most important global emerging markets equities index.
On January 1st 2019, Romania will assume the Presidency of the Council of the European Union: an opportunity to regain its shine as a true growth champion and supporter of European values. But how is the country’s economy doing?
In the current environment of global uncertainties in emerging markets due to idiosyncratic events in Turkey and Argentina, the trade conflict between the USA and China and with regard to the presidential election, late September was probably one of the most exciting times to visit Brazil. Find out more in our latest blog entry.
On 17 October 2018, ERSTE BOND LOCAL EMERGING celebrated its 10th anniversary – a perfect time to have a closer look at the asset class “Emerging markets bonds in local currency ”. More in our Blog.
Last week, the S&P 500 lost more than 3%, followed by another loss of more than 2% on the next day. Read about the reasons behind this decrease in our new blog!
