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German Election - not 1st class but may get us there
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.
German Election Update: An Economy Class Seat Instead of 1st Class to the Right Destination
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…
Germany - The Winds of Change?
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…
German Elections - Merkel Mauled Update
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.
Germany - More Fragmentation In
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.
Germany - Victory For Centre Right Update
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.