Anthony Bondain

With China, Trump is getting closer to his goal

Those who thought that Donald Trump had softened up his stance against China were wrong. Those who doubted its incredible influence on the financial markets too. The President's tactics could be successful. If, and only if a Sino-American agreement is reached, the only possible way forward is for customs barriers to disappear.

07 May 2019 at 12:34 am AEST

Conglomerates, monuments in danger

Conglomerates have become obsolete. And the resilient ones, with a few exceptions, are unlikely to change investors' minds. General Electric shareholders know something about this. Let it be said in the 21st century, a well-valued company is a company that focuses on a core business.

05 April 2019 at 02:26 am AEDT

Earnings season: Was 2018 a good vintage?

The time has come for an assessment of 2018 for listed companies. In the United States, this quarterly season is a good summary of recent market psychology: figures that do not justify the panic at the end of the year, but offer an opportunity to discreetly get rid of overly optimistic forecasts.

06 March 2019 at 02:29 am AEDT

Tell me your name, I'll tell you if you're a good analyst

Economic reality is full of situations that contradicts the myth of a rational homo economicus. The study conducted by Dr. Jay Jung’s team at Cass Business school provides an astonishing new illustration, which other studies had already touched on: an analyst’s presumed ethnic origin has important consequences on the credibility he or she is given.

07 February 2019 at 03:11 am AEDT

Markets: where does the money go?

Some of Barclays' white and blue tables have been adorned with colors this month to provide an interesting overview of market flows. We discover that European equities are much less popular than Japanese equities, and that cyclicals remain well represented in portfolios, despite fears about global trade dynamics.

01 January 2019 at 02:57 am AEDT

Sentiment is improving on European tech companies

Let it be said, European technological values are no longer persona non grata at Barclays. This does not mean that they have become popular again, but an examination of the British bank's view provides some grounds for optimism among aficionados of the sector, whose beliefs were severely shaken in 2018.

24 January 2019 at 02:59 am AEDT

Ford Motor Company: where is it implanted in Europe?

The US car manufacturer will eliminate several thousand jobs in Europe, out of a workforce of 53,000 people, to relaunch its division and adapt it to future sectoral constraints. The following graphic shows the group's industrial sites.

11 January 2019 at 02:30 am AEDT

Strategy: Four sectors for the future

Do you want to focus on future growth sectors? UBS suggests four themes to invest for the medium / long term. If the ageing of the population seems to be an obsolete idea, there are still niches to be exploited. In Fintech and Space too.

10 January 2019 at 02:44 am AEDT

LVMH: Hotels, a new territory to explore

LVMH recently announced the acquisition of the American company Belmond, a recognized player in the luxury hotel industry, for $3.2 billion. A transaction that marks a significant acceleration of Bernard Arnault's group on a previously confidential segment of its portfolio.

27 December 2018 at 01:30 am AEDT

Behind the Fed’s decision

Wednesday will see the last monetary policy decision of 2018. Will the Fed cause an additional 40 days of gloom in markets that have not seen much sunlight in recent months? Here are some clues on how to approach a monetary policy decision.

19 December 2018 at 02:30 am AEDT