Analysis: Must Read

Thematic list: Boring business

I'm reminded of what Peter Lynch said in his famous book One Up On Wall Street, when he explained that companies operating in sectors considered boring are often undervalued....

Which U.S. stocks generated the highest long-term returns?

Hendrik Bessembinder's study, entitled Which U.S. Stocks Generated the Highest Long-Term Returns?, offers an in-depth analysis of U.S. stock performance over a period of almost a century, from...

New cycle and Capex evolution

Since the late 1980s, financial markets have evolved in a context of low inflation, independent central banks, increased globalization, reduced volatility, longer economic cycles and a higher share of...

6 boring but very successful US companies!

I remember Peter Lynch saying in his famous book One Up On Wall Street that companies in industries considered boring could often be undervalued. This offered investors the chance to find shares at a...

The latest transactions by star managers

Every quarter, the star managers of the US stock market publish their latest portfolio movements. This article is based on the 13Fs published each quarter on the SEC website. These quarterly reports...

Crypto: 5 charts to remember from the 1st half of 2024

Wondering what the main trends were in the cryptosphere over the first few months of 2024? You've come to the right place. Zoom in on five charts that reflect activity on the cryptocurrency market. ...

Is the yuan carry trade dangerous for the markets?

Since investors painfully relearned that accelerated unwinding of yen carry trades can cause market turmoil, they've been keeping a close eye on other such operations, particularly those involving the...

Bitcoin: A week to forget? - Crypto recap

The summer of 2024 was shaping up to be a relatively good time for the cryptocurrency world: bitcoin was flirting with all-time highs, ETFs were democratizing digital assets, and Donald Trump was...

New US rule on foreign chip equipment exports to China to exempt some allies, sources say

The Biden administration plans to unveil a new rule next month that will expand U.S. powers to stop exports of semiconductor manufacturing equipment from some foreign countries to Chinese chipmakers,...

Bitcoin miners: diversifying into AI and HPC - Crypto Recap

In search of new revenue streams, bitcoin miners are diversifying their activities by hosting AI computers and providing high-performance computing services. Given the growing energy demands of...

Journey to India in search of stock market performance (part 2)

In 2024, India stands at a crucial crossroads in its economic and political history. Under the leadership of Narendra Modi, who is entering his third term, the country has undergone significant...

India, a land of stock market opportunities?

In 2024, India stands at a crucial crossroads in its economic and political history. Under the leadership of Narendra Modi, who is entering his third term, the country has undergone significant...

3 ETFs that performed well in the second quarter

The quarter to the end of June saw Western markets set new records. This is an opportunity to take stock of the best-performing ETFs. We have, however, excluded ETFs that are too small, due to...

Economy: What scares investors most?

Geopolitical rivalries, particularly the looming trade battles between the USA and China, now outweigh inflation as the main concern of sovereign wealth funds and central banks managing some $22...

Trump and Bitcoin: A strategic turning point on the campaign trail - Crypto Recap

Despite injuries sustained in the recent assassination attempt, former US President Donald Trump is scheduled to speak at a Bitcoin conference in Nashville on July 27. In the midst of an election...

China warming up to crypto? Not yet, but changes are in sight

Are the recent rumors about China potentially un-banning Bitcoin grounded in reality? Explore the current state of crypto in mainland China and Hong Kong.

This week's ETF: British midcaps may well wake up

British GDP rose again in the first quarter after a complicated end to 2023, with two consecutive quarters of decline. The economy is performing better than the country's economists expected. Growth...

Strategy: Is China becoming unattractive again with Trump and Vance?

The Chinese market has been suffering for the past two months, following further disappointments about the country's economic dynamics. The Democratic camp has taken a hard line with Beijing on trade...

Polymarket: A new wave of speculation - Crypto Recap

The rise of prediction markets, epitomized by Polymarket, is gaining unprecedented momentum in the run-up to the US presidential elections. We talk about it after this week's essential news.