Germany’s encouraging and supportive economic and corporate fundamentals should help to ensure that its equity market continues to be attractive for investors, according to Barings.
Baring’s German Growth Trust investment manager Rob Smith highlighted that over the month to 11 July 2012, the DAX 30 Index, which consists of the 30 major German companies trading on the Frankfurt Stock Exchange, was up five per cent in euro terms against 4.9 per cent for the MSCI Europe ex index.
In addition Smith stated that “the balance sheets of both German corporate and households remain healthy”. Figures published by the Federal Statistics Office on 9 July 2012 showed that there was a 0.5 per cent decline in the number of business insolvencies in April compared to the same period last year.
China’s decision to cut interest rates and US plans to further stimulate the economy is likely to further support the consumer, thus benefiting German companies.
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