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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 […]

New-Tech – U-Turn!

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 […]

Global Systemic Crisis: Impending Return to Reality

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 dominated by the West, Western-centric financial markets, trade flows focused on Europe and the US,… the fantastic global trade network set up during the first […]