Beyond defence: Stocks set to gain from Germany’s economic revolution
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Euronews.com
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Germany's shift towards fiscal expansion is expected to transform Europe's economic landscape, with significant public spending planned for defense, infrastructure, and energy. A €500 billion infrastructure fund is set to revamp aging infrastructure and boost investments. Goldman Sachs has identified 12 European companies poised to benefit from this spending boom across various sectors. The shift marks a departure from Germany's conservative fiscal policies, with increased GDP growth forecasts for Germany and the eurozone. Teljes cikk (Euronews.com)