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Commented by Nico Popp on January 4th, 2022 | 07:00 CET

Unique opportunity in emerging markets: Nordex, Hong Lai Huat, NIO

  • Investments

Risk appetite is returning to the market - the DAX recently reached the 16,000 point mark again. At the same time, the focus is once again increasingly on emerging markets. The experts at the fund company Jupiter Asset Management believe that the wind could soon turn for emerging markets. Nick Payne, Head of Strategy, Global Emerging Markets Focus at Jupiter Asset Management, sums up the situation: "If the vaccination programs in emerging countries catch up, their economies will open up again quickly, which could greatly support their equity markets." But what are the options for investing? We present three stocks.

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Commented by Carsten Mainitz on December 30th, 2021 | 11:30 CET

Nevada Copper, Nordex E.ON - What is next in 2022?

  • Copper

Several ingredients are needed to make the energy transition and electromobility a sustainable success. First and foremost, raw materials such as copper and lithium. Then there is a need for energy sources such as solar and wind, and finally, a suitable infrastructure. Therefore, within the megatrend, there are various starting points for profiting with corresponding shares. We have three promising stocks in our bag. Who will win the race in 2022?

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Commented by Armin Schulz on December 22nd, 2021 | 14:10 CET

Kodiak Copper, Nordex, BYD - Are raw materials becoming scarce?

  • Copper

The Institute of the German Economy has presented a study on the raw material situation of the Bavarian economy. However, it can be assumed that the results will also apply to the rest of the world. As a result of the new technologies currently finding their way into the automotive industry, the demand for certain raw materials increases significantly. A total of 22 commodities are considered very risky. Copper is only ranked 23rd, but the study underlines the importance of the raw material for electrification in many areas of industry. If demand continues to grow strongly, there is a procurement risk for the German industry - a good reason to take a look at three companies that operate with copper.

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Commented by Nico Popp on December 21st, 2021 | 10:14 CET

BYD, Defense Metals, Nordex: Opportunities in a weak environment

  • RareEarths

New technology requires new raw materials. The evolution of modern batteries for e-mobility alone shows how different the raw material requirements are depending on the technology used. First, cobalt was the battery metal; now, tungsten and silicon are increasingly important. Rare earths have also always been in demand for future technologies. These are used in displays and many other applications and have long since achieved the status of critical metals. We present three companies that are active in the field of rare earths.

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Commented by Carsten Mainitz on December 20th, 2021 | 12:56 CET

Manganese X Energy, Allkem, Nordex - Winners for 2022!

  • Investments

Electromobility is a megatrend. The central challenges are efficient storage of emission-free, i.e. "green", produced electrical energy and the development of the corresponding infrastructure. Scientists and experts agree that raw materials such as copper, lithium, manganese, cobalt, silver and gold will be indispensable with increasing electrification.

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Commented by Nico Popp on December 17th, 2021 | 10:18 CET

Nordex, Saturn Oil + Gas, Varta: In search of energy multipliers

  • Oil

The energy transition is a megatrend. The consequences of it are complex and affect almost every industry. Did you know that the BASF plant in Ludwigshafen alone needs as much electricity as Denmark? It is no wonder that the shift from fossil to renewable energy sources will not happen overnight. We look at three stocks and classify their role in the energy transition. This much is already clear: Sometimes, opportunities lurk off the beaten track.

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Commented by André Will-Laudien on December 13th, 2021 | 11:36 CET

Standard Lithium, Defense Metals, Nordex - The demand for metals goes through the roof!

  • RareEarths

A possible explosion in raw material prices was already indicated in 2019. Due to low selling prices, some mining companies even reduced their mining output or stopped their exploration activities. Then came the pandemic, which put further pressure on both production and logistics, and many operations had to close for longer than expected due to adjustments in sanitation infrastructure. There is now also the supply chain problem in this already tight supply situation. Presumably, things will not get any easier in 2022 under these conditions. Which companies are making a name for themselves in this environment?

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Commented by Nico Popp on December 10th, 2021 | 10:55 CET

Nordex, Troilus Gold, Gazprom: How investors cash in on climate-billions

  • Gold

Countries around the world are pumping billions into the expansion of renewable energies. At the same time, there is a lack of investment in fossil fuels, which are still urgently needed. We explain who is profiting from this reluctance to invest and whether, in the end, another commodity might not come out on top, using three shares as examples.

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Commented by Nico Popp on December 8th, 2021 | 13:44 CET

Nordex, Osino Resources, Standard Lithium: Politics as a guarantor of returns

  • Gold

The markets have recovered a little after the Omicron shock. However, uncertainty remains. So how to invest? Investors can look to intact major trends that are also supported by politics. This approach could create a kind of risk buffer for turbulent times. We explain what lies behind this approach and present three possible investments as examples.

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Commented by André Will-Laudien on December 7th, 2021 | 10:51 CET

E.ON, Memiontec, Nordex, Siemens Energy - Well supplied with water, wind and sun!

  • Technology

Utility stocks led a shadowy existence for a long time. Too little sexy, too little growth! But with the political closing of ranks in Glasgow, the tide has turned worldwide in favor of climate investments. Again, it is about the old discussions on coal and a nuclear phase-out in exchange for the further expansion of renewable energies such as water, wind and sun. However, there are already 30,000 wind turbines in Germany with a combined capacity of 56 gigawatts and another 60 gigawatts of installed photovoltaic peak capacity, which already replaces a good 80 nuclear power plants - if the wind blows constantly and the sun shines properly. Who else can grow in this environment?

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