Category: gafa

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 […]

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 at the heart of a collective fantasy of the transmuting human being into bits and digits. Without calling into question the strong trend to digitalise […]

We have been anticipating the arrival of central bank digital currencies (CBDCs) for a year.[1] And it was Christine Lagarde’s speeches at the IMF last November, in particular, that encouraged us to do so. Inevitably, Christine Lagarde’s appointment as head of the ECB indicates that this type of agenda is likely to be accelerated in […]