Insightful sector analyses, podcasts with our fund managers and analysts, up-to-date market assessments – including commentary from stock market journalist Markus Koch – and much more: under “Market & Insights”, you will find DJE’s capital markets experti
129 articles
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 European Union. They were equally positive about the "One Big Beautyful Bill Act", the fiscal policy…
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…
In May, the international stock markets were largely able to recover from the turbulence of the previous month and make gains, although US tariffs…
The negative effects that Trump's erratic tariff policy will have on the earnings performance of companies from various sectors do not appear to be…
