Germany

  • 09 Aug
    Germany Is Solid As A Rock – Sven Has Some Investment Ideas For How To Take Advantage

    Germany Is Solid As A Rock – Sven Has Some Investment Ideas For How To Take Advantage

    • In terms of fundamentals, the German stock index is overvalued compared to the S&P 500.
    • However, there are a few stocks that could offer interesting diversification possibilities as revenues aren’t that dependent on Europe.
    • Some companies also give inflationary protection which is one of the greatest European risks for investors in the long term.

    Introduction

    I’ve described the investment environment in Europe as very risky due to the many black swans that could hit it, from political to financial issues. Nevertheless, this doesn’t mean that there aren’t any good investments in Europe, especially for those who want to take advantage of the liquidity provided by the ECB and from the possibility that the ECB follows the Bank of Japan, i.e. starts buying stocks when it becomes clear that buying corporate bonds isn’t enough to keep the economy growing and to spur inflation. More →

  • 27 Sep
    Should You Worry About What’s Happening With Deutsche Bank?

    Should You Worry About What’s Happening With Deutsche Bank?

    • European stocks pushed global markets down after the German Chancellor said they will not help Deutsche Bank if it fails.
    • Europe still offers too much risk for the expected return.
    • In this article we’ll share two critical things you have to think about in order to weather all possible storms.

    Introduction

    After a long and quiet summer, stocks are showing increased volatility. Last week’s FED decision not to increase interest rates has quickly been forgotten as markets try to digest news from Europe where increased fears over capital requirements for Deutsche Bank, which sent European markets down on Monday.

    In this article, we’ll assess the depth of the issue and look for the real reasons behind the European 2% market move on Monday morning. More →