Category: investment

The new technology hubs Emerging markets stand out for their adaptability and technological dynamism. These markets are particularly invested in fintech, e-commerce and e-health. They are focusing on forward-looking sectors to prepare for the economy of tomorrow. An even more digitised economy, where artificial intelligence and robotics will have taken over every part of our […]

New emerging countries are making their mark on the international scene and positioning themselves as strategic markets. They represent the vanguard of growth drivers for a changing global economy, offering investment and diversification opportunities for a growing number of companies. The demographic dynamic, a wake-up call for investment The dynamics of emerging countries[1] are unique […]

In the coming years, the African continent will find itself more isolated than ever. Its relations with the global system and Western countries have reached a point of dysfunction that cannot be surpassed, and these ties are bound to be reexamined. Paradoxically, this situation grants African countries newfound freedom in choosing their alliances, which, magnified […]

While economic conglomerates may be on the decline worldwide, they remain the dominant force for foreign investment in Africa. This overview highlights the most influential structures on the continent, revealing the power strategies and economic confrontations that lie ahead. In our last GEAB issue, we showed that Africa is the major pole of resistance to […]

Oil: Beware of upheavals Much of our issue is about change and reinvention. The international oil market is also affected by this trend. Prices are falling, mainly due to weak growth in China. This trend is structural, as China adapts to a new growth model, aware that it will not regain the same economic dynamic […]

Gold in equities We always write about gold as a metal resource to invest in. But gold stocks also include shares in mining groups. Their margins, which are far from keeping pace with the price of gold, have risen sharply recently. This rise is due in particular to the anticipated increase in extraction of the […]

Investments in Europe are on the verge of becoming one of the pillars of Saudi Arabia’s strategy to wean itself off oil revenue. Behind high-profile projects like The Line, we can see a certain rebalancing between the domestic and international aspects of this strategy. While internal investments have long been the most visible and foreign […]

CBDC, critical materials, digital industries, green energies, electric cars… China leads the way The transition to CBDCs adds another layer of digitalisation, and will put further strain on markets under pressure. This reform of the monetary system relies once again on the digital tools that are already at the heart of our economic and political […]

Bitcoin halving, very short-term positioning Following on from our article on the recovery of Bitcoin by the United States, we recommend that you continue to position yourself for the very short term. Although in the long term, as demonstrated in the article, the United States could take an extreme position on the complete recovery of […]

War has a long future ahead of it In line with our article on Europe and Ukraine, we believe that the defence industry has a long and bright future ahead. And as Europe’s strategy to revive the industry will benefit the sector’s majors in the short term, we can only advise you, with a touch […]

One year on from the global recession: Navigating the new economy In September, JP Morgan’s monthly Global Manufacturing PMI recorded the twelfth consecutive global recession[1]. Just as we anticipated with inflation, recession is a lasting trend. We are entering a new economy in which a return to high interest rates (the norm), shortages and difficulties […]

Cheap oil is history As demonstrated in our economic panorama, oil prices will remain high in the short and medium term, driven mainly by the coordinated action of Russia and Saudi Arabia. What we need to remember about the BRICS+ expansion is that the United States is losing influence over the oil market. This trend […]

Artificial Intelligence: Jump on the bandwagon! After offering you several anticipations and analyses on the future challenges of AI in this issue, our team would now like to take a more practical approach to its traditional recommendations. This year’s technological breakthrough is the explosion in the number of AI tools available out there, often free […]

Gold-Yuan-Euro-Pound – Reserve value: Follow the central banks //  Crypto vs USA: War is declared! //  Cyber attacks: The worst is yet to come //  Towards an “Insurance Run”? //  Real estate: Prepare for the changeover //  Bonds are back: One investment opportunity (at least) //  __________________ Gold-Yuan-Euro-Pound – Reserve value: follow the central banks […]

Bitcoin: Take your profits //  Oil: The war //  T-bond: Big sale //  Investment: Real water //  New Tech: Forget AI… //  __________________ Bitcoin: Take your profits We have always said that violence and technology do not mix. Bitcoin’s safe-haven status is likely to come into play in a context of geopolitical tensions, de-dollarisation and […]

2023 – From dollar shortage to a multi-directional financial crisis… until better times are coming In support of our urgent recommendation to diversify in the face of a major financial shock, here is a brief description of the systemic phenomena at work behind the byzantine analyses of the current crisis. It does not give cause […]

Last safe haven investment: the earth is the limit // June 2023: From war in Ukraine to a “pax americana-sinica”? // Gas: The future of oil // New Tech 2023: We are starting to reach the limits of Web2 // _________________ Last safe haven investment: the earth Two and a half years ago, we announced […]

Real estate: Never release the prey for the shade // Oil: Bottleneck in sight! // Web3: Place your bets // Where to set up what type of business, according to GEAB (advice for European entrepreneurs) // ________________ Real estate: Never release the prey for the shade In a previous bulletin, we recommended letting go of […]