2024 is proving to be an eventful year. Surely the US presidential elections in November carry most of the surprise potential, but a few other … Continued
Blogs
Takeaway: China remains glued to its export business model, with an ever-present government support. The country is also experiencing the normalization typical of any large … Continued
Takeaway: overall very positive last earnings season with tech and discretionary posting the largest surprises, very strong labor market, inflation somewhat moderating on the back … Continued
Takeaway: we look at the financial industry only to gauge its systemic stability, not as an investment target. The historical upside displayed by any of … Continued