2024 Q2 well well well
As we assumed 8 months ago: FB rebunded, even more till 500. Telekom doubled its price. And banks, well ERSTE had a nice run along with Raiffeisen & BNP. Future wise it not seems so clear as a lot of geopolitical tension going on, along with election in the EU and soon in the US. But we would prefer defensive stocks, such as FMCG or the new rising star segment AI chip makers.