Eastern Europe is simply the best!
Most of the world’s stock markets have enjoyed an impressive year-end rally since November, with indices reaching new highs for the year. The DAX even reached a new all-time high in December, but Wall Street was also convincing, with the “7 glorious AI stocks” in particular catapulting the US indices upwards. This happened despite the fact that the economic outlook for the coming year is very gloomy and the geopolitical risks are still very high. This is known as a “crack-up boom”, which is only driven by a few stocks.
ESTV 222 – Eastern Europe is simply the best!
Eastern European stock markets are booming, but hardly anyone is involved
The stock markets of Eastern Europe are still being neglected by the Western media. Yet the stock markets of Eastern Europe have repeatedly proved to be clear outperformers compared to German and even American equities. While investors in the USA are concentrating on the “glorious 7 AI stocks” such as Microsoft and Nvidia, the selection of well-performing stocks in Eastern Europe is much larger. Only a few investors have so far taken advantage of the great opportunities on the stock markets of Eastern Europe, which have now also risen to new annual highs. The HTX index of the Budapest Stock Exchange, for example, has already risen by 41% (!) in euros to a new high for the year, with the Warsaw Stock Exchange (38%) rising even more in recent weeks following the opposition’s election victory. Shares from Kazakhstan (+37%) are still proving to be a good alternative to non-tradable Russian shares.
ESTV 221 – Eastern European stock markets are booming, but hardly anyone is involved
Year-end rally despite the war in Israel and the Fed’s restrictive monetary policy?
At the well-attended Hamburg Stock Exchange Day on 11 November 2023 with many speakers and exhibitors, the war in Israel and the Fed’s future monetary policy were also the dominant topics. Nevertheless, most of the speakers believed in a year-end rally. Investment guru Heiko Thieme believes that the DAX will exceed 16,000 index points by the end of the year. Only a few investors have so far taken advantage of the great opportunities on the stock exchanges of Eastern Europe, which even bucked the downward trend on the world’s stock markets in September/October to reach new highs for the year. The HTX index of the Budapest Stock Exchange, for example, has already risen by 42 per cent (!) in euros to a new high for the year. At the invitation of Freedom Broker, Andreas Männicke gave a presentation at the Hamburg Stock Exchange Day on the new opportunities in Eastern Europe, especially in Kazakhstan and for some Russian ADRs on the OTC market.
ESTV 220 – Year-end rally despite the war in Israel and the Fed’s restrictive monetary policy?
Will the Israel war be a “black swan” for the stock markets?
The Israeli war is keeping investors on tenterhooks. Investors are very unsettled and not exactly in a buying mood. Also at the Berlin Stock Exchange Day on 21 October in Berlin, where Andreas Männicke gave a lecture on the new opportunities in Eastern Europe at the invitation of Freedom Broker, the threatening large-scale offensive by the Israeli military was the dominant topic and some investors wondered whether the Israel conflict could become a “black swan” on the world stock exchanges if it were to expand into a conflagration in the Middle East. The world stock markets were already very weak last week. The chart technique is now also explosive. Is a crash now imminent?