Q2 2021
Finally german carmakers rally had been arrived also. VW at 300 levels still BMW already doubled from 2020 YE lows. All due to electrification hype as mentioned in the earlier posts almost a year ago. So whats next? We prefer banks nowdays. Big US names, and also CEE region such as Raiffeisen or OTP. Also energy sector, chipmakers are still tempting due to the global market needs. Off for summer. Back in during the holiday season or Sept when the steam will start to lift again;) Off The Team.