Andras Martincsek @Casti98: "🔔𝘿𝙚𝙖𝙧 𝙘𝙤𝙥𝙞𝙚𝙧𝙨 𝙖𝙣𝙙 𝙛𝙤𝙡𝙡𝙤𝙬𝙚𝙧𝙨!🔔 My portfolio..."

United Kingdom

🔔𝘿𝙚𝙖𝙧 𝙘𝙤𝙥𝙞𝙚𝙧𝙨 𝙖𝙣𝙙 𝙛𝙤𝙡𝙡𝙤𝙬𝙚𝙧𝙨!🔔 My portfolio could not reach the positive territory in this month. It finished -4,02% down. 𝘾𝙝𝙞𝙣𝙖, 𝘾𝙝𝙞𝙣𝙖, 𝘾𝙝𝙞𝙣𝙖: We have not been able to read good news about China in recent weeks. 𝙀𝙫𝙚𝙧𝙜𝙧𝙖𝙣𝙙𝙚, one of China’s largest real estate development giants, has drifted to the brink of insolvency, and its collapse could cause serious disruption to the financial market. All this happens when the outlook for China is not favorable anyway. In such an environment, the central bank did not have many choices: 𝙞𝙩 𝙝𝙖𝙙 𝙩𝙤 𝙘𝙪𝙩 𝙞𝙣𝙩𝙚𝙧𝙚𝙨𝙩 𝙧𝙖𝙩𝙚𝙨 and provide the necessary liquidity. $0700.HK (Tencent) and $9988.HK (Alibaba Group Holding Ltd (Hong Kong)) are down in this months too. 👎 𝙐𝙎𝘼, 𝙐𝙎𝘼, 𝙐𝙎𝘼: 𝙏𝙝𝙚 𝙁𝙚𝙙 continues to face strong inflationary pressures, to which the central bank has already responded: although it sees the price increase as lasting, it expects an interest rate hike a year earlier than at the last interest rate decision meeting and signaled the withdrawal of the asset purchase program. The official announcement of the tapering could come in November or December - the date will also depend on how inflation data develop in the fall. PCE inflation in August did not bring a significant change in expectations in this regard. $NSDQ100 is down. 👎 𝙀𝙪𝙧𝙤𝙥𝙚, 𝙀𝙪𝙧𝙤𝙥𝙚, 𝙀𝙪𝙧𝙤𝙥𝙚: There was a close result in last weekend’s German election. The piquancy of the Situation is that Green voters would prefer the SPD and liberal voters would prefer the CDU, but the Greens and Liberals will have to decide together who they prefer. In September, the consumer price index in the euro area rose by 3.4%, marking an unprecedented rise in prices since 2008, and a new peak in currency area inflation since the autumn of 2008. $RDSB.L and $KBC.BR (KBC Groep) are up! 👍 𝙏𝙝𝙚 𝙢𝙤𝙨𝙩 𝙞𝙢𝙥𝙤𝙧𝙩𝙖𝙣𝙩 𝙦𝙪𝙚𝙨𝙩𝙞𝙤𝙣 𝙞𝙣 𝙩𝙝𝙚 𝙘𝙪𝙧𝙧𝙚𝙣𝙩 𝙞𝙣𝙛𝙡𝙖𝙩𝙞𝙤𝙣𝙖𝙧𝙮 𝙚𝙣𝙫𝙞𝙧𝙤𝙣𝙢𝙚𝙣𝙩 𝙞𝙨 𝙬𝙝𝙚𝙩𝙝𝙚𝙧 𝙩𝙝𝙚 𝙥𝙝𝙚𝙣𝙤𝙢𝙚𝙣𝙤𝙣 𝙤𝙛 𝙪𝙣𝙪𝙨𝙪𝙖𝙡𝙡𝙮 𝙛𝙖𝙨𝙩 𝙥𝙧𝙞𝙘𝙚 𝙞𝙣𝙘𝙧𝙚𝙖𝙨𝙚𝙨 𝙞𝙨 𝙥𝙚𝙧𝙢𝙖𝙣𝙚𝙣𝙩 𝙤𝙧 𝙬𝙞𝙡𝙡 𝙙𝙞𝙨𝙖𝙥𝙥𝙚𝙖𝙧 𝙬𝙞𝙩𝙝𝙞𝙣 𝙖 𝙛𝙚𝙬 𝙢𝙤𝙣𝙩𝙝𝙨. Keep your head up! @Casti98 Andras

5 Mentioned

0700.HK

Tencent

9988.HK

Alibaba Group Holding Ltd (Hong Kong)

NSDQ100

KBC.BR

KBC Groep

Casti98

Andras Martincsek