Handelsblatt Today Extended: Sector check: How relevant are tech, defense and energy stocks in the second half of the year?
Dusseldorf Uncertainty dominated the first half of the stock market year 2022. In addition to the effects of the Ukraine war, such as the sharp rise in oil and gas prices, inflation and interest rate fears also caused prices to fall by up to 20 percent on average.
The market will also have to overcome some difficulties in the coming six months. In Europe in particular, it depends on how the gas situation develops and what measures the ECB takes, says Handelsblatt finance editor Andreas Neuhaus. In the new episode of Handelsblatt Today Extended, he talks to host Lena Jesberg about possible courses of action for investors.
Anyone who now uses the weak phases of the market to buy or make additional purchases can benefit later: “In theory, anti-cyclical investing is a good thing. The problem is more psychological: shopping when the market is falling is not for everyone,” explains Neuhaus.
In addition to general strategies, Neuhaus also classifies the further development of individual sectors. In the first half of the year, hardly any industry benefited as much from the Ukraine war as the armaments industry. Prices have risen sharply since the beginning of the year. The Hensoldt share, for example, was able to record an increase of almost 90 percent in this period. According to Neuhaus, investors who want to get in now need a lot of patience.
Top jobs of the day
Find the best jobs now and
be notified by email.
More: Stock market outlook for the first half of the year: This is coming for the markets – You can hear the first part of the conversation here
Exclusive offer for Handelsblatt Today listeners: Test Handelsblatt Premium for 6 weeks for €1 and stay informed about what’s moving the financial markets. With a bit of luck, you could also win a Kindle e-reader. More information is available here.
If you have any comments, questions, criticism or praise for this episode, please email us at: [email protected]