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18.12.25 - 11:31
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Märkte und Trends Kompaktfassung Dezember 2025 (Helaba)
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Editorial: Der Aufschwung wird schon kommen --- Konjunktur: Deutsche Binnenwirtschaft kommt in Schwung --- Inflation: Weiterer Blindflug in den USA --- Geldpolitik: Weitgehend ausgereizt --- Staatsanleihen: Auch 2026 erhöhtes Renditeniveau --- Aktien: Aufwärtspotenzial überschaubar --- Gold: Der König im Spiel --- Immobilien: Offene Fonds bleiben unter Druck --- Devisen: US-Dollar weiter im Abwärtstrend
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18.12.25 - 00:30
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Standard Chartered keeps overweight call on China stocks, flags earnings recovery in 2026 (SCMP)
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Standard Chartered said Chinese equities are looking more compelling after a period of consolidation, with cheaper valuations and earnings growth expected to rebound in 2026 from a low base in 2025, as monetary policy eases, global growth holds up and artificial intelligence-related investment stays strong.
“After a period of consolidation, valuations of Chinese equities have become more attractive, and earnings growth is expected to recover from a low base,” said Raymond Cheng, chief investment......
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