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02.11.26 - 10:45
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Vonovia-Aktie: Ist der Boden endlich gefunden? (Sharedeals)
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Nachdem die Vonovia-Aktie drei Monate lang nur eine Richtung kannte, und zwar nach unten, konnte sie sich Ende vergangener Woche bei 16 € endlich stabilisieren. Dürfen Anleger dies schon als Bodenbildung sehen und darf man sich wieder Hoffnung auf Kurssteigerungen beim Immobilienkonzern machen? Goldman Sachs ist leicht optimistisch Wenn es nach Einschätzung der renommierten US-Investmentbank […]
The post Vonovia-Aktie: Ist der Boden endlich gefunden? first appeared on sharedeals.de....
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02.11.26 - 07:30
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India among world′s best-markets in October as investors rotate away from AI stocks: Goldman Sachs (Times of India)
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During October, Indian stocks showcased impressive gains, outshining other Asia-Pacific markets and reflecting a shift in investment focus among traders. IT services made headway, while AI-focused companies lagged behind according to Goldman Sachs. This growth comes after a tough third quarter for the Nifty Index. Meanwhile, institutional investment improved, recording $1.2 billion in foreign investment during the week, sparking concerns over inflated market valuations ahead of key corporate earnings....
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02.11.26 - 03:48
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Down Under, Going Under: Australian Housing Implodes As RBA Hikes Into The Slump (ZeroHedge)
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Down Under, Going Under: Australian Housing Implodes As RBA Hikes Into The Slump
For three decades, the one trade every Australian knew by heart was "buy property in Sydney." Now it's disintegrating.That's the gist of a Bloomberg feature from this summer, titled "One of the World's Longest Housing Booms Is Cracking in Sydney," which at the time read like a slightly alarmist look at a market that was "only" 3.6% off its peak. Two months, one rate hike and a whole lot of downward revisions later, it reads more like the opening chapter. According to the October Cotality data released just hours ago, capital-city prices fell another 1.4% last month and are now 8.1% below their March peak, with Sydney down 9.4% from a year ago. That's already most of the way to Goldman's latest peak-to-trough forecast of -12% (cut for the second time in two months), which would be a historically large drop for a country where housing is, well, basically the economy.And the Reserve...
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01.11.26 - 22:24
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Beijing To Convene Stock Market Rescue Meeting As Plunge Protection Goes Into Overdrive (ZeroHedge)
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Beijing To Convene Stock Market Rescue Meeting As Plunge Protection Goes Into Overdrive
About one week ago, we wrote about China's version of the Plunge Protection Team going into overdrive as Beijing moved to stabilize equities amid an imploding AI trade. Bank of America's Michael Hartnett, BNP Paribas, and Goldman Sachs all pointed to signs of renewed state-backed market support.Fast forward to Sunday: Bloomberg cites local news outlets saying China's central bank, securities regulators, and some securities firms and funds will meet Monday to review ways to boost a relending program that finances share buybacks and stake increases.The combination of China's PPT and Beijing's search for creative tools to boost stock prices follows the CSI 300 Index's October plunge into a bear market, which fell 8.5% and dropped for a record 12 straight weeks. Last month's decline was the steepest since early 2016.Beijing's pain point has certaintly emerged. Hartnett's latest Flow Show, "Enter the Dr...
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