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2021/08/20 / Erste Group Research

Chinesische Aktien: Erhöhtes politisches Risko


Der globale Aktienmarktindex notierte in der letzten Woche in EUR unverändert. Der S&P 500 legte in EUR um +0,8% zu, der Stoxx 600 verlor -0,6%.

Die in den USA nun schon fast zum Ende gekommene Berichtssaison (2Q 2021) ist außergewöhnlich gut verlaufen. 87% der Unternehmen des S&P 500 haben Gewinne berichtet, die über den Konsensus-Erwartungen lagen.

In der kommenden Woche sollten die Aktienmärkte volatil bleiben. Nach dem Erreichen zahlreicher Rekord-Hochs in der jüngsten Vergangenheit, dürften einige Marktteilnehmer Gewinnmitnahmen realisieren und die Ergebnisse des Fed-Meeting in Jackson Hole, das am 26.8. beginnt, abwarten.

Mit einem Minus von 2,1% schaffte es der ATX diese Woche nicht, die 3,600-Punkte Marke zu verteidigen. Stärkster ATX-Wert war der Verbund mit +7,7% dank steigender Preise für Strom und CO2-Zertifikate. Die Berichtssaison in Österreich verlief diese Woche weiter sehr erfreulich mit guten Halbjahresergebnissen und positiven Ausblicken auf die 2. Jahreshälfte.

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General information

AuthorErste Group Research
Date2021/08/20
Languagede
Product nameEquity Weekly
Topic in focusEquities
Economy in focusAustria
Currency in focusEuro
Sector in focusBanks, Basic Resources, Chemicals, Industrial Goods & Services, Insurance
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