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ECB cuts rates and we like German equities

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Manage episode 422341065 series 3360361
Content provided by Adventurous Media and Julius Baer. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Adventurous Media and Julius Baer or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

The ECB cut its deposit rate yesterday, but did not commit to further rate cuts. Eurozone banks rallied the most on the prospect of fewer rate cuts than previously expected. Microsoft and Nvidia may face antitrust investigation in the US. Two giant banks, Mitsubishi UFJ and Sumitomo Mitsui, are to start selling their strategic stakes in Toyota Motor worth around USD 8.5 billion, illustrating that corporate reform in Japan is for real. India's financial markets are returning to calm after the surprise outcome of the national elections, while European parliamentary elections are in focus this weekend. Leonardo Pellandini, Equity Strategy Research, explains why we like German equities.

00:00 Introduction by Helen Freer (Investment Writing)

00:21 Markets wrap-up by Mike Rauber (Investment Writing)

06:26 German equities by Leonardo Pellandini (Equity Strategy Research)

09:43 Closing remarks by Helen Freer (Investment Writing)

Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

  continue reading

538 episodes

Artwork
iconShare
 
Manage episode 422341065 series 3360361
Content provided by Adventurous Media and Julius Baer. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Adventurous Media and Julius Baer or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

The ECB cut its deposit rate yesterday, but did not commit to further rate cuts. Eurozone banks rallied the most on the prospect of fewer rate cuts than previously expected. Microsoft and Nvidia may face antitrust investigation in the US. Two giant banks, Mitsubishi UFJ and Sumitomo Mitsui, are to start selling their strategic stakes in Toyota Motor worth around USD 8.5 billion, illustrating that corporate reform in Japan is for real. India's financial markets are returning to calm after the surprise outcome of the national elections, while European parliamentary elections are in focus this weekend. Leonardo Pellandini, Equity Strategy Research, explains why we like German equities.

00:00 Introduction by Helen Freer (Investment Writing)

00:21 Markets wrap-up by Mike Rauber (Investment Writing)

06:26 German equities by Leonardo Pellandini (Equity Strategy Research)

09:43 Closing remarks by Helen Freer (Investment Writing)

Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

  continue reading

538 episodes

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