The stock markets performed consistently well in the first quarter of the current year. From the USA to Europe and Japan, many indices reached new all-time highs. In view of this positive performance, can we already speak of exaggerated euphoria on the markets?
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Attack on Israel
The smouldering conflagration in the Middle East reached a new level of escalation last weekend. Iran attacked Israel directly with drones and missiles for the first time in history. There is a risk of further escalation between Iran and Israel. How is the market reacting to this?
“Back to business” after the election in India?
The parliamentary elections in India, which will last 44 days, will begin in the coming days. The economically up-and-coming country has also recently become the most populous country in the world. What can we expect from the election and how could India develop afterwards?
Favorable indicators: Soft landing on approach?
More and more indicators are pointing to good global growth. Even regions and sectors that had recently weakened are likely to return to growth. The soft landing after the sharp rise in inflation and the turnaround in interest rates could succeed. The decline in inflation is pausing at the same time, as yesterday’s US inflation data shows.
Green technologies: US elections as showstopper?
The Inflation Reduction Act has triggered billions of dollars of investment in green technologies in the USA. Are the subsidies and tax breaks for renewable energies at risk in view of the upcoming US election? Clemens Klein, fund manager of ERSTE GREEN INVEST, provides some answers.
India: The new counterweight to China?
The Indian economy is booming as more and more companies see the country as a potential alternative to China. In the coming years, India wants to become the third largest economy in the world. What is behind these ambitious plans? Is India really the market of the future?
Investment View | March 2024
What’s happening on the markets? In our Investment View, the experts of our Investment Division regularly provide insights of current market events and their opinion on the various asset classes.
World Water Day: the (scarce) blue gold
Droughts and water shortages are also increasing in Europe – what can be done about them? When investing, it certainly makes sense to take a close look at the water risks of companies. If you want to go one step further, you can also specifically integrate the topic of water into your portfolio.
Best of Charts: Warm-up for the US election
The US presidential election in November is already casting its shadow. What impact could the outcome of the election have on share prices and how is the US economy performing in general.
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.