Stocks might face an unprecedented downturn, warns stock market analyst Robert Halver
In a recent interview with Börse ONLINE, Robert Halver, a prominent stock market expert at Baader Bank, issued a warning about potential risks for key German industries and dividend stocks.
Halver expressed concerns about the increasing tariff pressures and cost factors that could entice German industries to relocate to the USA. While he did not specify which industries are at risk, he highlighted that export-driven sectors of the German economy, particularly those heavily dependent on trade with the US, could face increased costs and reduced profit margins due to higher US tariffs.
Moreover, Halver pointed to the creeping raw materials crisis caused by China restricting rare earth exports. Industries such as automotive, machinery, and technology sectors, which are critical for the German industrial and manufacturing sectors, could face competitive disadvantages or might consider shifting operations to more favorable environments like the US to avoid supply chain disruptions.
Regarding dividend stocks, Halver advised caution without naming any specific stocks. Given the economic headwinds, companies exposed to US trade tensions and raw material shortages may face dividend risks or reduced profitability.
Despite these warnings, Halver remains optimistic about the markets overall, predicting a year-end rally and stating that geopolitical crises, such as those in Ukraine and Gaza Strip, have not turned out as bad as feared for the stock market. However, he also hinted at the possibility of unforeseen events that could significantly impact the stock market.
Investors seeking guidance on how to build a good investment portfolio now or which dividend stocks to buy were not provided with specific advice in the interview.
Halver's full interview can be found on the YouTube channel Börse ONLINE.
In light of the increasing tariff pressures and cost factors, the stock-market expert Robert Halver warned that some German industries, particularly those heavily dependent on trade with the US, might consider investing in the USA to avoid increased costs and reduced profit margins due to higher US tariffs. Halver also advised caution for investors considering dividend stocks, suggesting that companies exposed to US trade tensions and raw material shortages could face dividend risks or reduced profitability.
