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DWS Says German Stock Rally Set to Continue on Strong Earnings

(Bloomberg) -- German stocks will likely keep rallying after the election as earnings remain strong and valuations are still cheap, said Marcus Poppe, co-head of European equities at DWS Group, the asset management arm of Deutsche Bank AG.Most Read from BloombergNYC’s Congestion Pricing Pulls In $48.6 Million in First MonthThe Trump Administration Takes Aim at Transportation ResearchShelters Await Billions in Federal Money for Homelessness ProvidersNYC to Shut Migrant Center in Former Hotel as C

Stock Pickers’ Light Tech Holdings Are Blessing as Megacaps Fall

(Bloomberg) -- Stock pickers are holding their smallest allocations of megacap names such as Apple Inc. and Nvidia Corp. since the global financial crisis, boosting their funds’ performance in a year that has kicked off with a slide in technology shares.Most Read from BloombergNYC’s Congestion Pricing Pulls In $48.6 Million in First MonthThe Trump Administration Takes Aim at Transportation ResearchShelters Await Billions in Federal Money for Homelessness ProvidersNYC to Shut Migrant Center in Fo

From fashion to cars, Russian markets pose new test for Western brands weighing return

Washington's push to swiftly end the conflict in Ukraine has sparked speculation that Western brands may want to return to Russia, but from fashion to cars, the markets they vacated now look more competitive than three years ago. As Ukraine marked the anniversary of Russian troops flooding across its border, U.S. President Donald Trump suggested that the conflict could end within weeks, though it is not yet clear how. Western sanctions that complicate cross-border payments and trade flows would probably need softening for companies to return in large numbers.