by Jacques Lemoisson | Feb 18, 2021
Chinese Foreign Minister Wang Yi has accused developed nations of stockpiling large quantities of Covid-19 vaccines, leading to inadequate supply for poor countries, and hit back at attempts to politicize the pandemic. As mentioned in the previous GMI, the...
by Jacques Lemoisson | Feb 17, 2021
We should pay attention to this… This kind of rhetoric will become common in the coming months. The South African Reserve Bank has cut its policy rate five times since the beginning of last year to a record low to support an economy that contracted the most in...
by Jacques Lemoisson | Feb 16, 2021
When compared to FANGMAN, Emerging countries are offering a great source of diversification and performance. As usual, pay attention to local positioning, all are not equal in this kind of environment… Share...
by Jacques Lemoisson | Feb 15, 2021
This is one of the investment axes in my China Decarbonization 2060 portfolio. But there is no free lunch… ArcelorMittal, Europe’s biggest steelmaker, has estimated that decarbonizing its facilities on the continent in line with the EU’s drive to eliminate net...
by Jacques Lemoisson | Feb 15, 2021
The Electric Reliability Council of Texas asked consumers on Sunday to conserve “as much as possible” until Tuesday as it coped with frigid conditions that sapped electricity supplies. As Zerohedge pointed out well : “Ancillary Services, specifically Responsive...
