India
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Beware of concentration risk
German machinery & equipment exporters are increasing their presence in the United States market. But with uncertainty over the policies of incoming President Donald Trump, diversification into other markets remains key.
„Digitalisation would not be achievable without India“
India is holding elections in the coming weeks. Franklin Templeton equity strategist Claus Born discusses the country's economic strengths, and the outlook for the stock market.
„We are entering an era of scarcities“
Carsten Roemheld from Fidelity International discusses the phenomenon of Nvidia, interest rate moves by the ECB, and sectors outside of big tech that have the potential to lead the stock markets.