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GEAB 148

The monthly bulletin of LEAP (European Laboratory of Political Anticipation) - 15 Oct 2020

Investments, trends and recommendations (Oct 2020)

Recommendations: Treasure hunt

This issue is packed with investment recommendations. Car sector, raw materials, technology stocks… we suggest you read it carefully then go on a treasure hunt!

Samsung: Temporary mistrust

The current economic and strategic rapprochement between the Chinese and South Korean leaders[1] makes us fear American reprisals. One can imagine that it will be very tempting for the United States of Apple to threaten South Korea with sanctions against Samsung if ever the country’s new position leads the US to consider that South Korea is entering the enemy camp. That said, if our anticipations are correct in this issue, many things will change in the coming weeks/months on the US-China axis that will spread this kind of risk. But as things stand now, be wary of Samsung all the same. 

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In summary

For 12 years, the West has been struggling to understand the message of the 2008 crisis: "You are no longer the only ones on the planet!” The dollar, international organisations [...]

Back to reality all round. And if there is one area that has been seized by acute "virtualisation" in the last decade, it is technology companies. They have found themselves [...]

Remember! Back in 2017 we anticipated that Saudi Arabia would soon be selling its oil in yuan? This was a highly provocative hypothesis at the time, since the country was [...]

Everyone knows that democracy in general is sick. Nevertheless, the West continues to base the legitimacy of its world ‘leadership’ on this supposed civilisational superiority. In the 1990s, the wars [...]

The United Kingdom has not been in the EU since January 2020. As a result, it has been cut off from access to the European GPS system, Galileo, which it [...]

In a period of uncertainty and with the morose predictions that have constantly plagued it over the last ten years, the European car industry has undoubtedly taken advantage of the [...]

For the last 20 years, the international prices of many commodities have been set within a framework of globally recognised futures and spot contracts. Today, as many contracts detach from [...]

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