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. Read More
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24 Feb 25
German Election - not 1st class but may get us there
#FDP#Europe (Germany#Helmut Kohl#Chancellor of Germany#Chancellor Helmut Kohl#German Chancellor Helmut Kohl#German Bundestag#German Constitution#AfD (Alternative for Germany)#Free Democrats (FDP)#CDU/CSU#Christian Democratic Union (CDU)#Markus Söder (CSU)#AfD#German Federal Election#BSW Bundnis Sahra Wagenknect#Friedrich Mertz
23 Feb 25
German Election Update: An Economy Class Seat Instead of 1st Class to the Right Destination
#Germany#CDU#SPD#FDP#NATO#German Politics#Chancellor of Germany#German Bundestag#EU NATO#German Constitution#German Parliament#German Election Results#AfD (Alternative for Germany)#German Elections#Free Democrats (FDP)#German Equities#CDU/CSU#Social Democratic Party (SPD)#Christian Democratic Union (CDU)##Bundestag Wahl
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... Read More
20 Feb 25
Germany - The Winds of Change?
#Germany#SPD#Opinion Polls#Armament Supply#Europe (Germany)#Chancellor of Germany#AfD (Alternative for Germany)#German Elections#Free Democrats (FDP)#CDU/CSU#Die Linke#Social Democratic Party (SPD)##German Grand Coalition#BSW
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... Read More
10 Mar 21
Germany - Green Power
#Elections#Strategy Archive#Government#Angela Merkel#Baden-Wurttemberg#AfD (Alternative for Germany)#CDU/CSU#Greens#Poltics#Chancellery#Rheinland-Pfalz
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. Read More
07 Feb 20
Germany - Thuringian Tremors
#Elections#Populism#Germany#Strategy Archive#FDP#AfD (Alternative for Germany)#Poltics#Centre-Right Coalition#Länder#Thuringia#Tommaso Kemmerich#Björn Höcke
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. Read More
22 Sep 13
German Election Results - A Different Tomorrow
#Strategy Archive#Angela Merkel#SPD#FDP#German Election Results#AfD (Alternative for Germany)#Grand Coalition#Bundesrat#Fiscal Spending#Peripheral Eurozone Countries
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. Read More
20 Sep 13
German Elections - The Currents Beneath The Surface
#Strategy Archive#Bunds#AfD (Alternative for Germany)#Grand Coalition#German Elections#Coalition Options#Eurozone Peripheral Sovereign Debt#Eurosceptic AfD Party#Fiscal Targets#Bailout Terms#Distressed EMU States#Anti-Euro Sentiment#German Political Spectrum
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. Read More
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