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German Election - not 1st class but may get us there

Strategy Report ·QS Team ·24 Feb 2025

We are staying long German equities, particularly defence, on the grounds that the election result will result in economic reform and state investment in key sectors like the military and productivity boosting mechanisms laid out in the Draghi and Letta reports.

#FDP#Europe (Germany#Helmut Kohl#Chancellor of Germany#Chancellor Helmut Kohl#German Chancellor Helmut Kohl#German Bundestag#German Constitution#AfD (Alternative for Germany)#CDU/CSU#Free Democrats (FDP)#Christian Democratic Union (CDU)#Markus Söder (CSU)#AfD#German Federal Election#BSW Bundnis Sahra Wagenknect#Friedrich Mertz Read More
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German Election Update: An Economy Class Seat Instead of 1st Class to the Right Destination

Update ·QS Team ·23 Feb 2025

A Midnight Update on the German Elections. ( sorry for typos etc. they will be righted in the report version) On balance this was an ok result. Not a dream ticket, But one that will begin to move Germany towards econimic revival. Among European equities Germany is…

#Bundestag Wahl#German Equities#CDU/CSU#Social Democratic Party (SPD)#Christian Democratic Union (CDU)#German Elections#Free Democrats (FDP)#German Parliament#German Election Results#AfD (Alternative for Germany)#German Bundestag#EU NATO#German Constitution#Chancellor of Germany#German Politics#FDP#NATO#Germany#CDU#SPD Read More
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Germany - The Winds of Change?

Strategy Report ·David Roche ·20 Feb 2025

Germany Bundestag Elections. A victory for a Grand Coalition led by the CDU’s Friedrich Merz, made up of the major parties (CDU/CSU + SPD plus possibly FDP or Greens), which controls two thirds of the seats in Bundestag & Bundesrat, would open the door to dramatic reform in…

#SPD#Germany#Europe (Germany)#Opinion Polls#Chancellor of Germany#Free Democrats (FDP)#AfD (Alternative for Germany)#German Elections#CDU/CSU#Die Linke#Social Democratic Party (SPD)#German Grand Coalition#BSW#Armament Supply Read More
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EMU

Archive Report ·David Roche ·02 Jun 1997

This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.

#Chancellor of Germany#President of France#Bundesbank Law Amendment#Gold Reserves#Amsterdam#Bundesbank#EMU (Eurozone)#International Monetary Conference#Luxembourg#Zermatt#Frankfurt#Paris#Juergen Stark#Jacques Chirac#Helmut Kohl#European Union#Economic Policy#Strategy Archive#Fiscal Policy#Stability Pact#Italy#Switzerland#Monetary Policy#France#Germany Read More
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