Dusseldorf After the end of the zero Covid strategy, the Chinese economy is picking up speed again. German companies in particular, which are closely linked to China, will benefit from this. But the whole thing also has a dark side, namely the uncertainty regarding a possible military escalation in the Taiwan conflict.
Stock market expert Ulf Sommer talks about the price opportunities and risks of this integration in the new episode of Handelsblatt Today Extended. He looked at seven stocks from companies from the Dax and MDax that generate a particularly large amount of sales in China.
The example of the German car manufacturers shows that the Taiwan risk is not the only concern of the companies: Especially in the field of electromobility, Chinese manufacturers are increasingly pushing into the market and putting Volkswagen, BMW and Mercedes under pressure. Most recently, the core brand VW had to cede its market leadership in China to the domestic manufacturer BYD. “If VW in China doesn’t get as much traction with electromobility as with combustion engines, it would be a disaster for VW,” Sommer believes.
More: Seven stocks from the Dax and MDax that are benefiting from the China boom.
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