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Some of our investment ideas

Heterogenous

Date: 28 June, 2021
¨Inflation¨, this strange animal Everyone talks about it, each economist gives his or her opinion, historians multiply comparisons. In fact,. . . . Read More

A long carrier wave for China?

Date: 16 April, 2021
China emerged stronger from pandemic… …to such an extent that its leaders, strengthened by the multiple disturbing events taking place. . . . Read More

Noticeable inflections

Date: 9 April, 2021
Economic policies are gently but noticeably morphing. Just recently, the very first clues have been observed. Of different nature and. . . . Read More

Of US hare & Europe tortoise

Date: 22 March, 2021
A new variation of hyper vs hypo active Differences in sanitary and economic responses to Covid on both sides of. . . . Read More

A weird honeymoon

Date: 19 March, 2021
The space, both so distant and so central The latest Russo-China project is of potentially great geopolitical significance: ¨Russia's Roscosmos. . . . Read More