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Export boom meets consumption slump – China's growth rests on a dangerously narrow foundation
With an exact growth of five percent, China will reach its official GDP target by 2025. This is made possible primarily by a historic export success. However, a chill is spreading within the domestic economy: weak consumption, declining investments, and an unending real estate crisis. For investors, the question of how sustainable this model still is becomes more pressing.

Deutsche Telekom under Pressure – Barclays Still Sticks to 40-Euro Target
While the share of Deutsche Telekom is trading near its yearly low, the British investment bank Barclays remains remarkably optimistic. With a price target of 40 euros, it sees an upside potential of almost 45 percent, betting that competition in the home market will calm down and that the company's financing will appear more sustainable than the market currently values it. Whether this calculation will work out is likely to be decided with the quarterly figures at the end of February.

More Orders, More Doubts – Why Boeing's Crisis Continues to Smolder Despite Sales Success
For the first time in years, Boeing is selling more airplanes than Airbus. However, upon closer examination, the apparent triumph proves to be deceptive. Discounts, production problems, and billions in losses reveal that the American aviation giant is far from overcoming its structural crisis.

Netflix reaches for Hollywood – and now wants to dominate the cinema too
After the multi-billion dollar bid for Warner Brothers, the streaming giant sends a clear signal: Netflix not only wants to remain the market leader in streaming but also aims to become number one at the box office. A power struggle that could reshape the film industry.

US Managers Disagree with Trump – But Only with the Handbrake On
America's top executives are beginning to cautiously distance themselves from President Donald Trump. However, the criticism remains quiet, indirect, and tactical. For fear of political retaliation, many CEOs so far dare to deviate from the White House's course only minimally—despite growing concern over interventions in markets, trade, and corporate freedom.

TKMS on Record Course - MDAX, AI, and the Dream of a Billion-Dollar Deal
The stock of Thyssenkrupp Marine Systems is soaring from high to high. Index inclusion, a well-filled order book, and a strategic AI partnership for a major Canadian submarine project are fueling investors' imagination. However, the valuation is becoming ambitious – and the market is starting to have doubts.

Fear of Trump Tariffs Funnels Millions into Church Coffers
The threat of new US tariffs has caused turmoil in the financial markets and unexpectedly provided the Protestant Church in Germany with additional income. Ironically, the wave of sales by apprehensive investors led church tax revenues to soar. The Protestant Church in the Rhineland alone recorded a significant financial windfall as a result. However, despite this special effect, the austerity measures remain in place.

The Venezuela Paradox – Why a Military Shock Calmed the Markets
The arrest of Nicolás Maduro by US special forces should have been a classic geopolitical stress moment. However, instead of increasing risk aversion, risk premiums fell. A look at bond markets, oil prices, and sector rotations shows why investors interpreted the upheaval in Venezuela not as a threat, but as a stabilization.

Super Micro Computer: Growth at Any Cost – or Is a Profitability Trap Looming?
The server manufacturer Super Micro Computer was long considered one of the major beneficiaries of the AI boom. However, behind the high growth rates, the foundation is crumbling. Declining margins, high capital requirements, and a negative cash flow increasingly raise the question: Is it still worthwhile to remain invested – or is exiting the more rational decision?

Why Germany's Pasta Shelves Are Dominated by Italy
Italian pasta is indispensable in German kitchens. However, while spaghetti, penne, and the like are consumed in record quantities in this country, domestic manufacturers are increasingly falling behind. Industry representatives are sounding the alarm: the market is dominated by imports, and the price pressure from retailers is exacerbating the situation.

Musk demands up to 134 billion dollars from OpenAI and Microsoft
Elon Musk goes on the offensive. In an ongoing legal case, the tech billionaire demands compensation in the three-digit billion range from OpenAI and Microsoft. His accusation: both companies have significantly benefited from his early support—in a manner that now legally entitles him.

Supreme Court clears the way for Bayer to a landmark decision in the glyphosate dispute
The Supreme Court of the USA is intervening in the years-long billion-dollar conflict over glyphosate. With the acceptance of an appeal by Bayer, a supreme court clarification of the liability issue is becoming a tangible possibility for the first time. For the company, it is about much more than a single trial – it is about legal certainty in one of the largest product liability disputes in industrial history.

Saks bankruptcy shakes the luxury industry – Million-dollar risks for Beiersdorf, Chanel, and LVMH
The collapse of the US luxury department store group Saks Global is more than just another chapter in the crisis of brick-and-mortar retail. With the Chapter 11 bankruptcy filing, numerous international luxury brands are now also under financial pressure. For corporations like Chanel, Kering, LVMH, or Beiersdorf, it concerns outstanding claims in the triple-digit millions and the stability of an important distribution channel.



















