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German Stocks for a Falling Market

CNBC.com
Thursday, 3 Jul 2008 | 5:58 AM ET

As economies around the world struggle, it's best to stay in defensive areas like health care, according to Markus Ratz, fund manager at Lupus Alpha.

Picking German Stocks
German agricultural company K S has good growth prospects and could be a buy, Marcus Ratz from Lupus Alpha told CNBC Tuesday, while running through his defensive strategy.

Agriculture stocks are also attractive, Ratz told "European Closing Bell," singling out German fertilizer company K+S.

Ratz is underweight on the retail sector as weakening trends and slowing growth will put a strain on results.

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