Analysis: Must Read

In the semiconductor race, China has new competitors - and they appeal to Western investors

By Valentin Grille - Montage Technology made a flying start in Hong Kong this month. This is the latest episode in a series of flourishing IPOs, where Beijing-backed companies meet investors seeking...

Strategy is now worth less than its bitcoin treasury

Yesterday, crypto treasuries looked like a machine for amplifying the bull run. Today, the market is flipping the premium: some of these stocks now trade below the value of their bitcoins. The most...

Crypto winter 2026: institutional risk-off and quantum threat

Bitcoin is down 45% from its $126K peak as institutions de-risk and quantum computing concerns enter valuation models.

US defence: BAE Systems, Leonardo and Renk lying in wait

Against a backdrop of rising geopolitical tensions, US defence spending is expected to increase, with preparations already visible in missiles, air and missile defence, as well as naval programs. In...

The weekly recap: retreat or couple therapy?

🎯 The 5 stories of the week Retreat or couples therapy? Caught between China and the United States, EU countries must act to strengthen the bloc's competitiveness. The leaders of the 27 therefore...

No One is Resigning in This Administration

For his second term, Donald Trump has surrounded himself with loyalists and has no desire to yield to any pressure.

Software Apocalypse: It's the model not the sector.

Last week, public software companies lost $300B in market value in a single session. Leading banks have already coined the term SaaSpocalypse. Forward P/E multiples across the sector compressed from...

An American economy that is no longer creating jobs?

January's figures came in well above expectations. However, annual revisions actually show that job creations were very weak throughout 2025.

Europe's defence sector attracts record levels of venture capital

In Europe, the so-called DSR - defence, security and resilience - sector is seeing an unprecedented acceleration in private funding. Driven by the rise of AI, quantum technologies and technological...

China's industrial juggernaut threatens Europe's manufacturing heartland

In just a few years, China's industrial rise has become a systemic threat to Europe's productive base. What was once merely the world's workshop making low-cost goods has turned into a technology...

15% growth in the United States?

In an interview with Fox News, Donald Trump said that the United States could grow by 15% or more if Kevin Warsh does the job he is capable of doing. ...

The dollar is no longer enough to finance AI investments

Alphabet is preparing to issue debt in pound sterling and Swiss francs.

What can break the gold rally?

Gold crashed 19.6% over the past weekend in reaction to Warsh nomination by Trump. Silver fell 39% in the same timeframe. Is the gold rally broken forever?

Now It's All About European Small Caps

The past five years would almost make us forget that European small caps rank among the best-performing assets of the 21st century.

How far are these giants from their peak?

Many of the companies below hit their ATH just a few months ago, in 2025. Enough to spark ideas for those looking to take advantage of the brief breather taken of late by tech giants. ...

Weekly recap: blow after blow

🎯 The week's 5 stories Software-mageddon Earnings season brought its share of punishment. This week's sessions were punctuated by a string of drops of 10% and more. One sector suffered particularly...

An early turn in the US jobs market?

According to Challenger, layoffs hit their highest level for any January since 2009.

From Seoul to Copenhagen via Australia: the three GARP gems

The GARP style appeals for its rare balance: visible growth, reasonable valuation and financial strength. But which companies truly combine all three? Applying a strict filter to the GARP universe...

The reasons behind Bitcoin's bloodbath

With each passing week, crypto investors are hurting more. The week of January 19: -5.7%. The following week: -11.17%. This week: -12.57% so far. In four months, BTC has lost 40% of its value, or...