📊 WORLDWIDE OUTLOOK — 17.03.2026
🛢️ Öl $78.55 — BUY, Energie läuft
🌾 Wheat/Corn — STRONG BUY, Dürre + Supply
🇯🇵 Shin-Etsu + KDDI — Japan stark
🇮🇳 SUNPHARMA + Coal India — Indien outperformt
🇪🇺 Jerónimo Martins JMT.LS — Stabiler EU-Play
⚠️ Avoid: Tech (MDB, MAN), Bayer (BAYN.DE)
Emerging Markets > Developed in Risk-Off.