Following Trump's election, stocks with high prospects are now being acquired by German stock market veterans.
In an exclusive interview, renowned German investment advisor and author, Heiko Thieme, shared his insights on the current market landscape and his investment strategies.
Thieme sees Intel stock as a good buying opportunity due to its exclusion from the Dow Jones. He also believes that the US election, which he described as calm and leading to clear relations, could pave the way for a more powerful Donald Trump in the stock market, resembling a "King Trump." Thieme predicts that Trump's majorities in the Senate and the potential for majorities in the House of Representatives could give him more power than ever before.
Thieme is not disclosing which specific stocks he is currently betting on in the German stock market. However, he is buying an ETF on the DAX and an ETF on Chinese stocks. He also sees value in Volkswagen stock and is including precious metals in his portfolio.
Thieme, who has a background as a former hedge fund manager and Deutsche Bank trader on Wall Street, is known for his long-term value investing approach and discussions on global trends. He is also an advocate of countercyclical investing.
Interestingly, an advisory note suggests selling Nvidia stocks before Friday. However, Thieme's investment strategy and reasons for his choices remain undisclosed in the documents we've reviewed.
Thieme's interview also touched upon the potential for Germany to return to its former strength and what the traffic light crash and the Trump election mean for your portfolio. For more detailed, up-to-date information on Thieme's current stock investments and his reasons, you might consider checking his official publications, recent interviews, or his official website or newsletters.
One intriguing prediction Thieme made is that the strongest 6-month stock market phase, starting in November and ending in April, could lead to a year-end rally in the stock market after the Trump election.
Thieme's long-term value investing approach, rooted in his background from Deutsche Bank and hedge fund management, extends to the fields of finance and business, as he is currently investing in ETFs on the DAX, Chinese stocks, and Volkswagen, as well as precious metals. Additionally, Thieme, an advocate of countercyclical investing, sees potential for a strong 6-month stock market phase, starting in November, which could lead to a year-end rally in the stock market, especially after the US election.
