Erste Asset Management Investment Blog

971 results found

LATEST CONTRIBUTIONS

China Prepares Itself for Trade War and Makes Plans to Get Economy Back on Track
China Prepares Itself for Trade War and Makes Plans to Get Economy Back on Track
(c) BYD

China Prepares Itself for Trade War and Makes Plans to Get Economy Back on Track

China’s government wants to get the country’s stagnating economy back on track and is preparing for a trade dispute with the US. Under the motto “Made in China 2025,” the goal is to achieve growth of 5 percent. The focus is on key industries: Did you know that China has become the global market leader in renewable energies and produces by far the most electric cars worldwide?

Read more about this and investment opportunities with funds in our blog.

Get Flexible – YOU INVEST funds are starting up again
Get Flexible – YOU INVEST funds are starting up again
(c) unsplash

Get Flexible – YOU INVEST funds are starting up again

From March, the YOU INVEST funds will be gradually reorganized. With the renaming to YOU INVEST FLEXIBLE, the funds will not only have a new name but also a more flexible investment strategy and new opportunities through additional diversified sub-funds in which the funds of the YOU INVEST family can invest from the realignment onwards. You can find all the information on the changeover in today’s blog post 👉

After the election, Germany is facing a change of direction
After the election, Germany is facing a change of direction
(c) INA FASSBENDER / AFP / picturedesk.com

After the election, Germany is facing a change of direction

After the election in Germany, a two-party coalition could quickly be formed under the leadership of the CDU politician Merz. After five years of economic stagnation, the potential for a change of course is there. The trend-setting German stock index (DAX) is rising.

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

Luxury goods sector could resume expansion

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?

Trade conflict & Ukraine war: How structural change could affect the markets
Trade conflict & Ukraine war: How structural change could affect the markets
Maidan Place, Kyiv - Source: unsplasch

Trade conflict & Ukraine war: How structural change could affect the markets

In the global world order, much seems to be in a state of upheaval. The changes brought about by the new US administration are a structural change that is also affecting the financial markets. In our view, this scenario is currently the most likely 👉

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

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.

What effects could DeepSeek have on the technology sector?
What effects could DeepSeek have on the technology sector?

What effects could DeepSeek have on the technology sector?

The new AI model from Chinese start-up DeepSeek caused a stir on the stock market a fortnight ago. The seemingly much more efficient and therefore cheaper model caused the share prices of many a tech heavyweight to plummet. Although the initial market reactions were probably exaggerated, one question remains: what long-term impact will DeepSeek have on the big tech companies?