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Berlin’s Undersold Big Reform Package
Berlin’s 34‑point reform program could be a major success because it addresses a multitude of challenges. Patience might pay off for investors.IN A NUTSHELLAt the beginning of July the governing...
- At the beginning of July the governing coalition surprised markets by announcing a comprehensive reform package.
- The package targets excessive bureaucracy, underinvestment and supply‑side constraints, and we consider the chances of implementation to be high.
- Combined with the government’s investment programs and the economic recovery that is already underway, it offers investors long‑term opportunities in both equities and infrastructure.
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