Frankfurt Get out of Germany – off to overseas! That’s an exaggeration, but some stockbrokers see more long-term opportunities on Wall Street than on the German stock market. The experienced fund manager Jens Ehrhardt believes: “In relation to the development of the stock indices and the currencies, as a German you will increasingly have to concentrate on investing abroad, primarily in the USA.”
This is a long-term idea with multiple arguments and assumptions. First of all, America, as a relatively self-sufficient country in terms of energy, should be able to offer its companies energy quite cheaply in the future. It also remains the home of tech giants.
A Silicon Valley only exists overseas, and the “techies” are at the heart of digital progress. There are no warnings in the USA about the threat of de-industrialization, as in Europe and especially Germany.
Bonus of the world reserve currency
Read on now
Get access to this and every other article in the
Web and in our app free of charge for 4 weeks.
Continue
Read on now
Get access to this and every other article in the
Web and in our app free of charge for 4 weeks.
Continue