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Eaststock TV

Thursday, 01 August 2024

BRICS – death blow for the dollar?
More and more countries are turning away from the dollar, the BRICS are becoming more powerful. Will they replace the US currency?
Monday – 10.March 2025
ESTV 247 – ‘Whatever it takes’ is driving up share prices – but for how much longer?
Monday – 10.February 2025
BRICS-TV 2 – Trump against the BRICS – who will win?

Saturday – 03 October 2020:

Swen Lorenz interviewed by Andreas Männicke:
New opportunities in Poland

Services

Stock market letter EAST STOCK TRENDS

The stock exchanges of Central and Eastern Europe have been the top performers among the world’s stock exchanges since 1998. In the last few years in particular, many CEE exchanges fared better than the established western exchanges. In 2019, the Moscow stock exchange was not only able to clearly outperform the DAX and DJI, but also ranked among the 30 best performing stock exchanges in the world.

Many investors have neglected the CEE stock exchanges so far. The selection of promising titles is growing steadily.

Eastern Europe still has its future ahead of it.

Seize your chance now!

  • analyses the most important trends on the CEE stock exchanges for you monthly on 30-60 pages.
  • looks not only at the established eastern stock exchanges, such as Moscow, Budapest, Prague and Warsaw, but also at the second-tier countries and the CIS republics
  • selects the most promising stocks for you from a fundamental and technical point of view and examines not only stocks but also other forms of investment such as funds, bonds, real estate, derivatives and certificates
  • draws attention to risks and distinguishes between conservative and speculative investment options.

The market letter “EAST STOCK TRENDS” is published monthly in a printed and electronic edition. The electronic edition is sent to you directly after the editorial deadline, which means it reaches you faster and is also more cost-effective.

Current column

Monday, 10. March 2025
Events have been unfolding rapidly in recent days, and each event in itself can be described as ‘historic’ and as part of a turning point. The trigger was the scandal at the White House, when Trump and Selinskyi loudly exchanged words in front of the camera in a way that had never been seen before in the White House. Trump wanted to make a rust material deal with Selinskyi, but did not want to give any security guarantees. After this deal did not materialise due to the dispute, Selinskyi flew to London and was warmly welcomed by Prime Minister Stamer. Selinskyi immediately received a loan commitment from Stamer for 2.75 billion pounds. But the EU is also supporting Ukraine, with the exception of Hungary and Slovakia, and now even wants to spend €800 billion on defence. In addition, the CDU/CSU and SPD have agreed to have a special fund for infrastructure spending in the amount of €500 billion approved by parliament, and that before the change of government on 18 March. This would partially override the debt brake. So once again, election promises are not being kept. There were even rumours that the US would leave NATO, but these were fake news, which Merz fell for. However, Trump does want to move American soldiers from Germany to Eastern Europe.

Share(s) of the month:

Black Iron (Ukraine)

Highlight of the month:

Now comes the Trump Trade 2.0!

About ESI

What we want

We want to keep you informed about the new developments in Central and Eastern Europe so that you can base your investment decision on an up-to-date, broader and factually sound basis.

The person

Andreas Männicke studied business administration in Hamburg, graduating with a degree in business administration. After graduating, he was a research assistant at the University of Hamburg (Faculty of Business Administration) for four years. Since 1990 he was in charge of training securities experts and financial analysts in Central and Eastern Europe.