China – EU, the arrangement?
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 Ant (Group) that itches
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 [...]
Everything is going very well Mr. Xi!
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 [...]
United States:the economy as the ultimate referee
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 comeback of a strategist state
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 [...]
Against the tide
Alberto Alesina advocated for a well understood and well-managed austerity. Against the tide today, will it soon be in the wind? Will there be an “Alesina moment” as there was a [...]
Don’t shoot the ambulance
After a moment of suspense, Italy has just seen its note confirmed by the credit agencies. Was it really necessary to reach these extremes? Italy, confined since March 9, did not need this! Since [...]
The dictator and the puppet
Between China and the United States, the economic war continues on other grounds, and by other means. As we know, a strictly economic and financial assessment of the current situation would [...]
