2019/11/29 / Erste Group Research |
Equity Weekly Der Aufschwung des globalen Aktienmarktindex geht weiter. Der Weltaktienindex legte im Wochenvergleich in EUR um +2% zu. Die Performance seit Jahresbeginn beträgt in EUR aktuell +25,4%. Der Aufwärtstrend der Aktienmärkte wird einerseits unterstützt von der starken Liquiditätsausweitung der globalen Notenbanken, den niedrigen Renditen und auch von den voraussichtlich weiter ansteigenden Gewinnen der Unternehmen. Die Aussichten für die weitere Entwicklung der globalen Aktienindizes sind gut. Wir erwarten in der nächsten Woche moderate Zugewinne der globalen Leitindizes. Der ATX traute sich diese Woche mit +1% wieder aus der Deckung, scheiterte aber an der 3,200-Punkte-Marke. International überwogen die Hoffnungen auf einen baldigen Abschluss eines Teilabkommens zwischen USA und China trotz der neuen Hongkong-Gesetze der USA. Eine stärkere Index-Entwicklung wurde diesmal von Andritz verhindert, die überraschend einen schwächer als erwarteten Ausblick für 2020 bekannt gab. Die vier berichtenden Immowerte konnten jedoch mit ihren Zahlen überzeugen. |
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Author | Erste Group Research |
Date | 2019/11/29 |
Language | |
Product name | Equity Weekly |
Topic in focus | Equities |
Economy in focus | Austria |
Currency in focus | Euro |
Sector in focus | Construction & Material, Financial Services, Health Care, Industrial Goods & Services, Insurance, Real Estate, Technology |
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