Mark Dittli

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Articles

Börsenkommentar zu Holcim, Amrize, Nestlé, Huber+Suhner, Burkhalter und Ypsomed

1 week ago | themarket.ch | Carla Palm |Manuel Boeck |Mark Dittli

Geschätzte Leserin, geschätzter Leser Themarket.ch benötigt JavaScript für wichtige Funktionen. Ihr Browser oder Adblocker verhindert dies momentan. Bitte passen Sie die Einstellungen an. Paul Bulcke tritt an der Generalversammlung im Frühjahr 2026 als Verwaltungsratspräsident von Nestlé ab. Das hat der Nahrungsmittelkonzern am Mittwochabend kommuniziert. Neuer Präsident soll der bisherige Vize Pablo Isla werden; der Spanier war früher CEO bzw.
Mr Market zu Bucher Industries, Straumann und U-Blox

2 weeks ago | themarket.ch | Carla Palm |Manuel Boeck |Mark Dittli

Geschätzte Leserin, geschätzter Leser Themarket.ch benötigt JavaScript für wichtige Funktionen. Ihr Browser oder Adblocker verhindert dies momentan. Bitte passen Sie die Einstellungen an. Der Agrarsektor erlebt ein Comeback an der Börse. Deutliche Kursgewinne bei Düngemittelherstellern – wie von Kollege Christoph Gisiger berichtet – spiegeln die wachsende Zuversicht unter US-Landwirten und eine anziehende Nachfrage.
Mr Market zu Swatch Group, Amrize, Schindler, VAT, DocMorris und Julius Bär

1 month ago | themarket.ch | Manuel Boeck |Henning Hölder |Mark Dittli

Geschätzte Leserin, geschätzter Leser Themarket.ch benötigt JavaScript für wichtige Funktionen. Ihr Browser oder Adblocker verhindert dies momentan. Bitte passen Sie die Einstellungen an. Es bereitet mir keine Freude, Swatch Group und deren CEO Nick Hayek zu kritisieren. Im Grunde mag ich Unternehmer, die nicht bloss weichgespülten, austauschbaren Management-Speak von sich geben, sondern Ecken und Kanten aufweisen. Im Grunde mag ich Nick Hayek.
US Equities are very much priced for perfection

Dec 23, 2024 | themarket.ch | Mark Dittli

Deutsche Version Themarket.ch benötigt JavaScript für wichtige Funktionen. Ihr Browser oder Adblocker verhindert dies momentan. Bitte passen Sie die Einstellungen an. Louis-Vincent Gave is an astute observer of geopolitical and macroeconomic developments and their impact on financial markets. The analyses of the co-founder of Gavekal Research are required reading for numerous investors worldwide.
Jim Grant: «Interest Rates Are not Sticking to the Fed's Script»

Nov 27, 2024 | themarket.ch | Christoph Gisiger |Mark Dittli

Deutsche VersionThe financial markets are breathing a sigh of relief. After yields on long-term US government bonds have experienced a strong boost since mid-September, the situation is stabilizing somewhat. The question is for how long, as inflation shows signs of picking up again and could be fueled further by the economic policies of the new government in Washington. Jim Grant, publisher of the iconic investment bulletin «Grant’s Interest Rate Observer», is worried.
Donald Trump will be disciplined by the bond market

Nov 15, 2024 | themarket.ch | Mark Dittli

Deutsche VersionThe election of Donald Trump as 47th President of the USA has electrified financial markets. The S&P 500 has reached an all time high, the dollar has strengthened significantly, and yields on U.S. Treasury Notes have risen. The Trump Trade is on. Marko Papic believes that this is a knee-jerk reaction that could soon run out of steam. The chief strategist at BCA Research believes it would be wrong for investors to follow the script from 2016, when Trump was first elected.
«Die Leute suchen Sicherheit immer in Anleihen, aber das ist ein Trugschluss» | Flipboard

Oct 13, 2024 | flipboard.com | Mark Dittli
China Hopes That Trump's America Will Turn its Back on the World

Oct 7, 2024 | themarket.ch | Mark Dittli

Deutsche VersionJoerg Wuttke has spent more than thirty years of his professional career in China. As President of the EU Chamber of Commerce in Beijing for many years and Chief Representative of BASF, he was one of the best-connected and most clear-sighted Western observers of the People’s Republic. In August 2024, Wuttke moved to Washington and became partner at the consulting agency DGA Albright Stonebridge.
The global capex supercycle can work without China

Sep 13, 2024 | themarket.ch | Mark Dittli

Deutsche VersionFinancial markets are nervous. The question of whether the US economy could suffer a hard landing is nagging market participants. At the same time, hopes are high for new impetus when the Federal Reserve begins to cut interest rates on September 18. Beneath the surface of the broad indices, a shift in investor preferences is taking shape. Defensive sectors such as healthcare and consumer staples have taken the lead.
The World Cannot Absorb the Overproduction of China

Jul 24, 2024 | themarket.ch | Mark Dittli

Deutsche Version«There is a huge misalignment in China's economy», said Joerg Wuttke, former President of the EU Chamber of Commerce in China, recently in this interview with The Market NZZ. More and more voices are saying that the People’s Republic is at a similar point to the one Japan was facing at the beginning of the 1990s. In mid-July, the so-called Third Plenum of the Central Committee of the Communist Party, which discusses economic policy, took place in Beijing.