Even if Germany must still wait for a new federal government until the beginning of May, the coalition agreement, which has already been concluded between the Union and the SPD, already allows investors to make targeted share purchases. Deutsche Bank, at least, has identified ten shares that, in their view, would benefit most from higher government spending in defense, climate and infrastructure as well as falling energy prices, as the coalition partners plan. Their state stimulus package, which is also financed by extraordinary debts (“special funds”) and partial exposure to the debt brake, is intended to lead to orders for the domestic economy.
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