📈 COMMODITIES 2024: PROSPECTS FOR INVESTORS 🛢️

This year will be extremely exciting for commodity prices.👀📈

Even if you are not interested in investing directly, the original article is definitely worth the 2 minutes of reading time.

Analysts predict that prices could rise again for the time being.

For example, the current weakness on the oil market ($IOIL00), caused by demand concerns and an oversupply, could stabilize by mid-2024 according to experts and lead to a price recovery. (1)

Precious metals such as gold ($EWG2 / $965515 / $4GLD ) and silver ($965310 ) could also benefit from changing interest rate expectations. In particular, the prospect of interest rate cuts by the US Federal Reserve will have a strong influence on the price of gold. (2) (Image 1)

The situation with industrial metals such as copper, whose prices were under pressure in 2023, is particularly exciting for me. A possible shortage of supply could drive prices up again. (3) Similarly with the CO2 price, although the situation here looks rather modest in the short term. (4)

Do you agree with this or has something important been overlooked?

https://www.ideas-magazin.de/2024/ausgabe-262/titelthema/?utm_source=getquin&utm_medium=social&utm_content=titelthema&utm_campaign=ideas-magazin

(1) Section "Exaggerated concerns on the oil market"

(2) ibid. "Precious metals under the spell of interest rate expectations"

(3) ibid. "Better times on the industrial metals markets in sight?"

(4) ibid. "CO₂ price in EU emissions trading"

#rohstoffe
#finanzen
#marktausblick
#commodities
#marketsentiment
#finance 📊

This article is part of an advertising partnership with Societe Generale

📈 Furious start to 2024 for the $XDJP 🇯🇵

The Nikkei 225 index rose by 13.5% in the first seven trading weeks of the current year and things are also looking very good for Japanese quality stocks in the near future (e.g. $6758
$8058
$9434 ) are looking very good.

Hier die ZusammenfassungWhy Japanese shares are particularly interesting at the moment

A number of positive factors such as robust GDP growth and investments in the semiconductor industry have already supported the index in the first two months. In addition, the hype surrounding artificial intelligence is also boosting the market there, while improved corporate governance and share buybacks are strengthening investor confidence. (1)

Despite a temporary dip in the Japanese economy in the second half of 2023, GDP growth should continue to surprise on the upside. More on this from paragraph 3 of the Artikels.

How can you participate now?

The SG Japan Quality Income Index (Fig. 1) would be one way to participate specifically in the performance of Japanese quality companies. It comprises 60 companies that have been selected on the basis of good financial ratios and their dividend strength, among other factors.

If Japanese dividend stocks were not perfect for reducing the US overrepresentation in the portfolio (as @PowerWordChill
it would do🌚) ?

More information on the index selection process:

https://www.ideas-magazin.de/2024/ausgabe-263/titelthema/

(1)Section "Corporate governance and other drivers"

(3) ibid. "Japanese economy with dip in the second half of 2023"

#dividend

#Japan

#finanzen

#marktausblick

#finance 📊

This article is part of an advertising partnership with Societe Generale

📈 DIVIDEND SEASON 2024 - WHICH COMPANIES WILL SURPRISE POSITIVELY WITH THEIR DISTRIBUTIONS AND WHICH WILL DISAPPOINT? 📊

Many here tend to attach more importance to regular distributions when investing in shares; an exciting comparison of returns here in a current Artikel which I will briefly discuss:

Despite challenges such as the war in Ukraine and persistent inflation, the $DBXD recorded strong price gains last year. But is this development also in line with the dividends? The dividend amount does not necessarily correlate with the share price performance. (1)

30 of the 40 DAX members have already announced their dividends. Some surprised positively, while others (e.g. $BAYN ) were disappointing.

The change in the attractiveness of dividend yields in relation to corporate bonds will also be very relevant in the future...

For example $SIE offers a dividend yield of 2.6 %. However, investors in corporate bonds can expect an attractive yield of 3.0%. (3)

In the article you will find among others for $DHL
$BMW and many other DAX companies the comparison of corporate bonds to dividend yields :)

https://www.ideas-magazin.de/2024/ausgabe-264/titelthema/

(1) Introduction

(2) Section "Eleven positive and 5 negative DAX surprises"

(3) ibid. "DAX dividends 100 basis points above the bond yield?"

#Rohstoffe
#Finanzen
#Marktausblick
#commodities
#marketsentiment
#finance 📊

This article is part of an advertising partnership with Société Générale