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You can see Trump however you like. Initially, he may very likely have a positive impact on prices. In the longer term, his tariffs could also backfire in terms of inflation and interest rates. We will see. German equities are not an issue at the moment, at least not for me. The next 6 to 12 months will show. Germany will continue to muddle along, Merz will get into bed with the Greens or the SPD, the climate catastrophe will accelerate, but I am referring to the investment climate, and that will become even more bitter here. But things could turn out very differently 🤷‍♂️😇😉. I am dividend-oriented and therefore much more boringly positioned and take a more relaxed view of the situation. If I were looking for growth, then I'm with you on putting D at the back and expanding the US share. China would be too uncertain for me
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@Dividendenopi If Merz really continues with the Greens and the SPD, then I really don't see any future for the German economy at all. So much has gone wrong in recent years... starting with the nuclear power plants and ending with the refugee policy. You can't continue to govern like this unless you want to completely abolish yourself and make yourself absolutely uncompetitive.
Incidentally, I was also skeptical about China for a long time, but I will take the plunge and invest in $1211 because I am very convinced of the company.