Between interest rate cushions and market expectations
30.12.2024
Reinhard Panse
As the year draws to a close, the capital markets are caught between moderate economic adjustments, persistently high interest rates and geopolitical uncertainties.
Short-term economic and capital market forecasts are notoriously unreliable. But there are a few exceptions. And these indicators promise great profit opportunities on the stock market next year.
Panse's Perspectives
Knocked out or resurrected?
China has proven in the past that a crisis cannot harm the country in the long term. However, the current outlook for Chinese equities is anything but rosy.
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It's time to shop
Everything currently looks like a looming recession. So is now the perfect time to buy real estate, gold and shares?
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Chinese medicine
The Chinese real estate market is completely overheated. However, it does not pose the same threat as the US subprime market. A slump could even be good for the capital markets.
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These sectors and regions are crisis-proof investments
Market discussions are dominated by fears of recession and persistent inflation. However, there are some shares that have proven to be good protection against the crisis.
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The share is dead, long live the share
In view of inflation, the Putin war and the decisions of the central banks, investing in shares seems like a bad idea. Appearances are deceptive.
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Follow the Cash
Fund managers are currently more pessimistic than they have been for over 20 years. However, this is no reason for investors to get nervous. Quite the opposite: the pessimism signals good entry opportunities for equities.
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The stock oracle is wrong
Residential real estate shares have fallen sharply since the start of the war. However, this development is not an indication of a collapsing real estate market. Investors are simply overlooking a number of factors.
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The new world order influences inflation
The war in Ukraine has driven up prices. There is more behind this than just the scarcity of energy and resources.