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Dietmar Deffner and Holger Zschäpitz argue about whether the bankruptcy of the stumbling Chinese real estate giant Evergrande could become the Lehman moment for the markets. And they discuss the fundamental question of whether China is still investable at all.
Deffner is giving his bull to a solar share again, Zschäpitz met a top manager at the WELT economic summit, whose share he is celebrating.
Deffner looks to Berlin for his bear, Zschäpitz puts the cost of a common investor error at more than 100 billion euros and awards a bear for it.
It’s also about Home to Go, a tax trick at Jumia and a short paper on Deutsche Bank.
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You can listen to the most important news on the markets and the day’s financial topics from 5 a.m. in the morning “Everything on shares” – the daily stock market shot from the WELT business editorial team.
DEFFNER & ZSCHÄPITZ are like real life. Like optimist and pessimist. In the weekly WELT podcast, the journalists Dietmar Deffner and Holger Zschäpitz discuss and argue about the important economic issues of everyday life