Commented by Nico Popp on November 25th, 2020 | 11:44 CET
The crisis is on the home stretch. Several vaccines have been found and are about to be approved. But it will still take a while before the pandemic is defeated: millions of people need to be vaccinated. Usually, two doses of vaccine are required for this purpose, which must be administered at specific intervals. This Herculean logistical task must succeed in many countries if normality is to be restored. This much seems inevitable: 2021 will still be under the influence of the virus. Corona also leaves its mark on the capital market, whether directly or indirectly.Read
Commented by André Will-Laudien on November 25th, 2020 | 11:24 CET
The Bitcoin goes through the roof with USD 19.400, and Amazon & Co. is ringing the cash box. We are in Black Week - the shopping week with the highest turnover of the year. Introduced originally as Black Friday, it was the Friday following Thanksgiving, when 85% of all North Americans don't have to go to work. And what do Americans prefer to do than shop? US retailers make about 20% of their annual sales during this time because there are also early Christmas purchases. In COVID-19 times the picture is again in favour of online business. Yesterday the Black Week started with great discount offers, today the Dow Jones jubilates with new highs - we take a closer look at prominent representatives of the styling industry.Read
Commented by Stefan Feulner on November 25th, 2020 | 11:15 CET
Gold has not made it out - for the time being. Due to the decision of the Americans pro Joe Biden and the very successful developments regarding a vaccine against the coronavirus, the precious yellow metal went downhill for the time being. The correction may well continue a little further. However, in the past, these setbacks were lucrative with anti-cyclical entry opportunities. Therefore, one should use the time now to take a closer look at promising gold mines.Read
Commented by Stefan Feulner on November 24th, 2020 | 10:38 CET
Hydrogen, blockchain or e-mobility, these new technologies are currently keeping investors busy. Leading stocks from the respective industries have gained several hundred percent in the past months. But these trends are only at the beginning of their development. In addition to the top performers, second and third-tier companies with novel business models are gradually moving forward. Further outperformers seem preprogrammed.Read
Commented by André Will-Laudien on November 24th, 2020 | 10:28 CET
Once again gold was voted out of the market by analysts yesterday, hitting a 3-month low of USD 1,831. Deutsche Bank recently released figures on the performance of traditional markets and the crypto market following the optimistic move towards a Covid-19 vaccine. In addition to varying stock market gains with increases between 5 and 15%, Bitcoin came out as one of the biggest winners. The attractiveness of Bitcoin as an alternative hedge continues to increase according to Deutsche Bank analysts. Further gains are likely, but we should not forget the many speculators who are probably unscrupulously chasing the rocket-trend.
There seems to be a substantial increase in demand to use Bitcoin in place of gold, to hedge various dollar or inflation risks. Bitcoin and other TOP10 cryptos have gained between 20-50% in this month alone. The run is similar to the development in the years 2017-2018. Gold and silver, on the other hand, continue to show a need for consolidation, many investors are currently shifting their security investments into other areas. However, this downward movement should not continue for long, unless Bitcoin reaches the price target of USD 100,000 of the well-known Bitcoin bull Max Keiser. If not, there is, of course, a considerable need for technical corrections, which can also happen overnight due to the 24-hour trading.Read
Commented by André Will-Laudien on November 23rd, 2020 | 11:16 CET
Last week, Canadian star economist David Rosenberg said: "Base metals are generally the most correlated with the Chinese economy, so I would say that base metals have performed very well. The correlation between Chinese GDP and commodities is incredible. It is not difficult for me to take a constructive stance towards the base metals sector when I believe that they are the primary source of demand worldwide and that China consumes half of the world's metals."
Looking to the future, Rosenberg said that the US and the rest of the Western world must confront China's growing power and influence. "I hate to say it, but whoever the president is, he is currently facing the challenge of preventing China from capturing an ever-increasing share of global GDP."
The message is clear: In China, Covid-19 seems to have already been overcome; it is essential not to lose the connection because of the pandemic-related downturn. Overall, raw materials will, therefore play a huge role in this environment.Read
Commented by Stefan Feulner on November 20th, 2020 | 11:20 CET
Now it's all happening at once with the news in the race against the Corona pandemic. According to BioNTech and its US competitor Moderna, first deliveries of the vaccine are scheduled for the end of this year and the start of 2021. The first step towards normality, even though the head of BioNTech, Ugur Sahin, does not expect a normal social life until the end of 2021 at the earliest. Then, if everything goes smoothly, badly shaken industries should experience an unprecedented renaissance, and their share prices should take off.Read
Commented by André Will-Laudien on November 20th, 2020 | 11:10 CET
According to PWC, sustainability is a crucial issue for the oil and gas industry. Until now, the core of existing sustainability strategies has primarily involved compliance with regulatory requirements in the areas of health, employee well-being and safety. For some years now, renewable energies have been on the upswing, and decarbonization is the order of the day, posing new challenges for the sustainability strategies of oil and gas companies. Current climate policy, pressure from shareholders and the public, and the investment strategies of major financial institutions are forcing companies to invest in the use of "green" energy sources and reduce their emissions. Through improved technologies and processes, ecologically generated electricity is becoming increasingly competitive.
On the one hand, it can be seen as threatening, but also an opportunity for business models in the oil and gas industry. Their well-known representatives will continue to play an essential role in the global energy mix for the foreseeable future. For all companies in the industry, this situation represents a balancing act. They must develop transparent sustainability strategies to safeguard their traditional business areas. Still, at the same time, they must also take advantage of new opportunities and seize those arising from the transition to a climate-neutral economy.Read
Commented by Nico Popp on November 20th, 2020 | 10:59 CET
The experts of the investment house Clearbridge Investments report that the world could be facing a phase of economic recovery. Decisive factors for this development could be not only the measures of the central banks but also the investments in infrastructure. As the experts emphasize, investments of USD 100 billion would already create about one million jobs. Moreover, every dollar that is invested will pay off several times over in decades and contribute to growth. In contrast to previous years, not only the classic tech stocks should benefit from this growth, but also traditional sectors such as utilities.Read
Commented by André Will-Laudien on November 19th, 2020 | 09:40 CET
Economists refer to "asset inflation" as the increase in the price of all assets. What is meant by this is the general increase in the price of all asset investment vehicles such as bonds, shares, precious metals or real estate. We make no secret of it: ALL of the objects as mentioned above are paid with newly created money, the liquidity in the system ensures quasi permanently that assets are practically subject to a permanent and continuous increase in price. Shares, for example, have risen by an average of 9% per year since 2009. Bonds measured by the Bund future are quoted at a 100-year high with negative yields and a rich real negative interest rate, yes, and real estate in good locations has more than tripled in value over the last 20 years. In Munich, for example, the average weighted price per square meter for new residential buildings is around EUR 8,500 (range EUR 5,000-16,000) - in 2000, this was still EUR 2,850. Now we come to the precious metals using gold as an example: the yellow metal cost around USD 400 per ounce in 2005 and is now worth USD 1,875, a plus of 370% in 15 years. Let's take a closer look at the world of precious metals.Read