Everything on Market Sectors

Energy and chemical sectors outperformed, with RWE surging 27.4% and BASF gaining on pricing power and supply dynamics. Conversely, tech stocks like SAP faced severe headwinds due to AI disruption concerns and valuation pressures, highlighting a rotation toward defensive and pricing-capable sectors.

Impact: Sector rotation may continue to favor energy and materials over tech; investors should review sector allocations to align with current market dynamics and pricing power trends.

— from Q1 Market Review: Oil Spikes, Growth Slumps, and Healthcare Reform Risks · Deffner und Zschäpitz – Der Wirtschafts-Talk von WELT· Mar 31, 2026