Why some companies are more optimistic

Dusseldorf The leading German index has recovered significantly from its low for the year at the beginning of July. Most recently, the most important German index was able to increase in value for three weeks in a row until the rally came to an abrupt end again last Thursday.

Dax companies are now in two different camps: While many companies issued a sales and profit warning for the 2022 financial year in view of inflation, fears of recession, the Ukraine war and supply bottlenecks, some companies actually announced an increase in their profit forecasts.

Stock analyst Ulf Sommer has analyzed why there has even been a dichotomy within the sectors and discusses it with Ina Karabasz in this episode of the Handelsblatt Today Extended.

More: You can hear the first part of the conversation with Ulf Sommer here.

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