Today: China-Importe auf Rekordhoch | Hohe Aktienquote bei Vermögensverwaltern
China exportierte in den letzten Monaten noch stärker in die EU. Droht ein Handelskrieg? Und: Die Aktienquote von Vermögensverwaltern erreicht einen gefährlichen Bereich.
China's economy is weakening in the domestic market, but it is exporting more to Europe. New Eurostat figures reveal a record high for imports from China to the EU, with notable double-digit increases in the chemical, machinery, and automobile sectors. Bert Fröndhoff, an industry team leader at Handelsblatt, has evaluated the data exclusively and assesses the extent of pressure on European industry and whether the EU is heading towards a new trade conflict with China.
In the second part of the story, the focus shifts to German asset managers: an exclusive analysis of over 50,000 portfolios shows that the share of stocks is as high as shortly before the Nasdaq crash at the end of 2021. Sophia Ulrich spoke with our co-team leader for wealth management and markets, Andreas Neuhaus, about the parallels with that situation and whether it signals a warning for a potential trend reversal in the stock market.
Written by urgent.news from Handelsblatt's reporting — not their text. Machine-written — may contain errors; check the original before relying on it.
