President Biden hits inauguration running. How far will the markets follow him? Since the launch of his campaign, Joe Biden has had to overcome many obstacles to reach this inauguration ceremony, [...]
What benefit can Europe really expect from the investment deal with Beijing? What was the EU going to do in this mess? It is roughly in these terms that one could describe how was perceived the [...]
The RCEP, free trade agreement seals the Asian and even more the Chinese “pivot”. As impressive as it is, it bears many ambiguities. It is the agreement of the century and the one of all records. [...]
The last-minute suspension of Ant Group’s IPO has cast doubt on Chinese financial practices. The simultaneous listing in Shanghai and Hong Kong promised to be historic. Not only did the IPO was [...]
The virus is under control, growth is back, financial markets are attractive… Is China the next puzzle for responsible investors? While our tv screens display more about the “second [...]
The battle for the presidential election will focus on the results and the economic promises of the candidates. What can investors expect from them? The first televised debate turned out to a [...]
The crisis of the COVID signals the return of the state and even of strategic Europe. Is that good news for investors? Many years ago, Europe successfully launched the Airbus project; now let us [...]
The rebound in the economy is showing signs of faltering, but not the pandemic. More importantly, both are mutating. With the release of GDP statistics, the summer has brought confirmation of the [...]
Reclaiming economic sovereignty, protecting jobs … The virus of protectionism is spreading in doses that are less and less homeopathic. The evidence is more striking every day: the Covid-19 [...]
More than ever, climate change is on the agenda. Investors intend to contribute. Will they have a decisive influence? The confinement reduced the “earth overshoot day” by three [...]