Zero CoVid, Zero China! – Lufthansa on the ground? – Energy turnaround dismantles Varta!

CAPITAL MANAGER Market Ticker 01.08.22:

MAKRO – Zero CoVid, Zero China!
SECTORS – Lufthansa on the ground?
ANNEX – Energy turnaround dismantles Varta!

MAKRO – Zero CoVid, Zero China!
IMF lowers growth forecast for China from 5.5% to 3.3%. Zero-Covid strategy as a recipe for success for the global economic miracle has now turned out to be a wrong decision. energy mix and the zero-covide strategy is now putting China, the world’s economic engine, in a bind.

SECTORS – Lufthansa on the ground?
Chaos at German airports but pilots ready to strike. Lufthansa pilots are meeting the challenge of an already established wage-price spiral with an active willingness to strike. The crucial question is: Will Lufthansa once again become a case for the German government with a deposit like the one at Uniper? And? Dear taxpayers, who is actually paying for all this?

ANNEX – Energy turnaround dismantles Varta!
The sales and profit warning at Varta is really severe. Two quarters in an inflationary environment show clear consequences.
In the first minutes of trading, the share lost 11.3 percent, securing the red lantern in this index. Day traders beware, there are certainly still a few points to take up here.
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