US stock markets are surging thanks to the AI boom and economic stimulus, while Europe is struggling. What opportunities are now available in technology, infrastructure, and emerging markets—and why late summer could still be bumpy.
Obesity drugs are booming and changing markets, prices and politics. Our industry commentary classifies the developments in GLP-1 preparations and…
After the heated back and forth surrounding the issue of tariffs, the markets welcomed the trade agreements between the US and Japan as well as the…
DJE Kapital AG is reorganizing its personnel: Christian Janas will become a new member of the Management Board, and Dr. Ralf Bethke will be succeeded…
The ongoing uncertainty poses challenges for investors: Geopolitical tensions move the markets and make it difficult to maintain a clear focus when…
In recent decades, India has developed into one of the fastest growing economies in the world. With its young population, increasing urbanization and…
In June, the escalation in the Middle East conflict, triggered by Israel's airstrikes on Iranian nuclear facilities, took center stage. Following the…
In July 2025, the weakness of the US dollar will provide new impetus on the markets - especially for emerging markets and US companies. At the same…
"Sell in May" would clearly have been the wrong advice this year: May was the best in 35 years.
Over the past twelve months, metal producers and diversified mining groups have not been among the favorites on the capital market. The reason for the…