Andreas Heitker

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Articles

No economic tailwind for the new government

4 weeks ago | boersen-zeitung.de | Alexandra Baude |Andreas Heitker

The geopolitical upheaval, including the new tariffs policy in the USA, make structural reforms in Germany even more urgent than before. This was emphasised by the leading economic research institutes last week in Berlin. The spring forecast that they presented gives the CDU/CSU and SPD coalition little hope of an economic tailwind as it starts governing. The economists expect growth of only 0.1% for the current year.
Steag sues the Federal Network Agency

2 months ago | boersen-zeitung.de | Andreas Heitker |Martin Dunzendorfer

In just a few weeks, the bursting of the dotcom bubble on 10 March 2000 will mark its 25th anniversary. It seems like a strange coincidence that the Dax has been going wild precisely at this moment. A correction appears inevitable. While bulls put forth numerous arguments to fundamentally justify the German benchmark index’s rally in recent months and downplay the risk of a setback, they fail to convince, even when all taken together.
Seven weeks of expensive promises

Jan 9, 2025 | boersen-zeitung.de | Andreas Heitker

The political parties are now entering the „hot phase“ of the federal election campaign, whether in Lübeck, where the Green celebrities started their tour on Monday, or in Stuttgart at the FDP Epiphany meeting taking place at the same time, or in the Seeon monastery in Upper Bavaria at the CSU retreat. Across Germany, intensive canvassing for ideas for a political new start after the ultimately failed traffic light coalition experiment is now beginning.
CompuGroup Medical free float between a rock and a hard place

Dec 11, 2024 | boersen-zeitung.de | Andreas Heitker

You have to give CVC credit for that: The timing of the CompuGroup Medical takeover offer looks perfect. The private equity firm is taking advantage of a probably temporary weakness of the provider of software for the healthcare sector to get shares cheaply. And with the announcement that the security would then be delisted after a successful tender offer, a threat is being created to encourage outside shareholders to sell. The offer is only being made to the free float.
In a candystorm with Musk and Milei

Dec 10, 2024 | boersen-zeitung.de | Andreas Heitker

Christian Lindner's recent appearance at the annual reception of the Association of German Pfandbrief Banks (vdp) in Berlin was pretty much a continuation of his visit to Caren Miosga a few days earlier. Threads from the TV talk were referred to again and again. The FDP leader once again referred to his image of being used to standing in a storm with "fist-sized hailstones“. In contrast, the reception from the 300 or so vdp guests, seemed more like a „candy storm“ to him.
Infrastructure fund structures will need clear risk profiles

Dec 9, 2024 | boersen-zeitung.de | Andreas Heitker

The Federal Ministry for Economic Affairs is open to incorporating fund solutions into the financing of the energy transition, in order to mobilise more private capital. At a recent conference in Berlin, State Secretary Philipp Nimmermann said that several funds would probably be necessary, since energy transition projects are very different, with a variety of risks and potential returns. He explained that a good approach would to bundle similar projects, and then look for suitable financing.
„The issue of inflation will impact the German election campaign“

Nov 22, 2024 | boersen-zeitung.de | Andreas Heitker

Ms Malmendier, what impact will the premature end of the traffic light coalition government have on the economy? It is unlikely to have any impact on 2024, either in terms of consumption or on corporate investment decisions. That looks different for 2025. However, the forecasts here are still subject to great uncertainty. What do you mean by that? There is still a lot of consumer restraint and a high savings rate among private households.
U-turn is not an option

Nov 18, 2024 | boersen-zeitung.de | Andreas Heitker

Energy policy is one of the most important instruments for influencing a country's competitiveness. It is no coincidence that it has been at the centre of all papers on future economic policy that have recently seen the light of day in Berlin. Time and again, the focus has been on the right way to expand infrastructure or reduce network charges. These topics are also likely to play an important role in the upcoming parliamentary election campaign.
BEG IV and the battle against the bureaucratic octopus

Oct 10, 2024 | boersen-zeitung.de | Andreas Heitker

Marco Buschmann is frustrated. He sometimes feels like Sisyphus, the Federal Minister of Justice said recently at a conference organised by the German Chamber of Commerce and Industry (DIHK). In the fight against bureaucracy reduction, he said, the Federal Government was moving large boulders up the mountain. When they reach the top, EU Commission President Ursula von der Leyen stands there and pushes them back down again – and the stones roll even deeper than in their starting position.
Berlin Hyp expects the difficult times in the real estate sector to continue into 2025

Sep 23, 2024 | boersen-zeitung.de | Andreas Heitker

According to Berlin Hyp, the difficult times in the real estate sector will continue for a while longer. "2025 will not yet bring a significant turnaround,“ CEO Sascha Klaus said in an interview with Börsen-Zeitung. However, he points out that the individual asset classes will develop dfferently.