Helicopter money for Hong Kong

The protests in Hong Kong weigh on the economy for months, and now the corona epidemic adds to this. Particularly strong tourism suffers in the sector because 80 per cent of the visitors are from China. The sector accounts for twelve percent of GDP. Ulrich Stephan, DeuBa

The Hong Kong government announced measures to support the economy in the amount of the equivalent of 14 billion Euro. the in addition to tax breaks and preferential loans for small and medium-sized companies are scheduled payments in the amount of approximately 1,200 Euro for each full-year resident of the special administrative zone. The Hong Kong stock exchange-listed companies benefit from this package, only to a limited extent because they generate most of their profits in China. The share market is therefore, in spite of the announced Economic stimulus in the Minus. The courses are likely to recover only if the Coronavirus loaded Chinese economy is a clear recovery.

Oil companies with weaker demand faced

The global Demand for oil should remain in the first quarter of 2020 behind the demand from the fourth quarter of 2019 back. Experts expect in the second quarter, a further decline until the third quarter increase. the reasons for the weak demand, are a worldwide bearing construction and a weakness in demand, which is focused on China and its origins in the Coronavirus has. The OPEC-countries should, with the support of Russia, their production in the second quarter to once again cut. And worldwide, oil producers are likely to respond with reduced production volume. At an Oil price of around 50 US dollars little room for profit increases. In addition, our oil experts see no significant price increase in the call room for the Black Gold. Ölaktien must currently not be represented in a well-diversified Depot – this is especially true for Fracking companies.

rally of Russian government bonds could continue to

On ruble-denominated Russian government bonds have in the past year in the Euro about 35 percent. Finally, the yield fell to a ten-year papers for the first time since 2007 under six percent. I see several arguments for a continuation of the rally: The Russian economy has stabilized and, even if only modest GDP growth is expected to continue thanks to the announced fiscal stimulus. Further support comes from the Central Bank, which has already announced a continuation of its rate cut cycle. This course will not be opposed to the Russian conditions, very low inflation, barely. The low Inflation also contributes, that the Russian returns in an international comparison adjusted despite fall in Yields and inflation still in the top group. For risk-tolerant investors is a hedge against the currency risk in my eyes, however, compulsory.

Recycling is always more important

every Year, eight million tonnes of plastic waste end up in the sea. This corresponds to the load of a refuse vehicle per Minute. Gloomy forecasts assume, that by 2050, more and more plastic swimming in the oceans than fish. To avoid this, have already taken more than 60 countries, measures against single-use plastic – and the trend is rising. Completely, one should not condemn the all-rounder, however. the plastic is light, durable, cheap, and required in production, often less energy than alternative materials. Even more regrettable is that currently only a sixth of all plastic is recycled. This will change in the medium term, hopefully. Numerous well-known corporations in the areas of Oil and Gas, chemical and packaging are already working together, their business models changing towards a circular economy. Against the Background of a rising "ESG"-interest, I can imagine that such initiatives are appreciated in the market. Companies that resist the Trend, could be punished.

the stock market Remains in the fear mode?

The Coronavirus keeps the markets in suspense since the beginning of this week the rates have slipped sharply into the red. the How much uncertainty can tolerate the stock market? In addition, THE SHAREHOLDER's TV "-presenter Viola speak Grebe,"and I in the Interview.

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the number of the day: 200

rice is the staple food for 3.5 billion people, and growing areas are scarce. Luke Young and Rory Hornby are working on a solution: The two young founders to experiment with rice plants, which also thrive in salt water. the rice fields in the ocean, could arise up to 200 kilometers from the coast for a swim. The first attempt of the fields to be created in the next year – is the idea, could get the concept of seafood on a whole new meaning.

I wish you a more adventurous day.

Sincerely,

Ulrich Stephan

chief investment strategist for Private and corporate customers

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hyo Date Of Update: 27 February 2020, 11:00