Influence Tactics Used by Investors to Triumph in Elections
In a potential game-changer for the German economy, a hypothetical investment scenario suggests that the returns from such an investment could potentially fill more than half of the annual pension gap. This is according to the latest issue of BÖRSE ONLINE, Germany's first stock market magazine, which offers early access to market and stock analyses through its digital edition.
The new issue of the magazine focuses on top investment opportunities in stocks positioned to benefit under a new German government. The editorial team has been exploring what could change under a new government in terms of investment opportunities, and the magazine suggests a balanced portfolio for investors to consider.
The suggested portfolio includes exposure to financials, particularly Commerzbank, industrials such as Siemens Energy, and domestic-oriented small to mid-cap European companies. These sectors are expected to benefit from ongoing reforms and economic tailwinds highlighted in BÖRSE ONLINE’s latest issue.
Commerzbank shares have surged to a 14-year high, driven by takeover speculation, making it an attractive pick in Germany’s financial sector. Siemens Energy, on the other hand, benefits from strong order backlogs, record volumes in grid and gas services, and upgraded revenue/margin forecasts amid infrastructure and energy transition efforts.
European small and mid-cap stocks, particularly in industrials, consumer, semi, and healthcare sectors, are also expected to gain from structural reforms and positive earnings momentum. Firms like UniCredit (which increased its stake in Commerzbank) and other European banks could also benefit from the improved economic environment and fiscal measures.
The magazine emphasizes diversification and a mix of stable and growth-oriented stocks across sectors most favored by the new government’s reforms and spending plans. If Germany had followed a policy similar to other Eurozone countries for the past seven years, it could have generated an additional 700 billion euros in value creation, with around 350 billion euros in taxes potentially generated from this value.
The digital issues of the stock market magazine are available for a special offer of 9.90 euros, including three issues. The digital version of the magazine offers market and stock analyses, chart technology, trading strategies and models, portraits and interviews with industry experts and corporate leaders on over 110 pages.
Meanwhile, the new British government's budget plan raises doubts, but the stability of the British pound suggests interest from foreign investors, benefiting the London Stock Exchange. The mood in the US is exceptionally good, with the potential for a year-end rally in tech stocks through a specific ETF. An industrial conglomerate closes its fiscal year with a record result and is expected to continue to rise in 2025, making it a core investment. The cruise ship giant has weathered the pandemic well and new ships are coming, offering further potential for investment.
In conclusion, the potential impact of a new government in Berlin on the stock market presents exciting opportunities for investors. The latest issue of BÖRSE ONLINE provides valuable insights into these opportunities, making it a must-read for anyone interested in investing in Germany.
Investors interested in the German market might find the latest issue of Börse ONLINE particularly valuable, as it highlights top investment opportunities in sectors such as finance, with Commerzbank being a noteworthy pick, and industrial companies like Siemens Energy. Moreover, the magazine suggests diversifying one's portfolio to include European small to mid-cap stocks, particularly those in the industrials, consumer, semi, and healthcare sectors, expecting them to benefit from structural reforms and positive earnings momentum.
