by Jacques Lemoisson | Jan 5, 2022
Enjoy the ride! Outlook2022 AN Share...
by Jacques Lemoisson | Nov 24, 2021
Let me introduce the last thematic completing our Global China Thematic universe: Healthy China 2030 Key takeaways Fully aligned with the current 5-year plan and its $600bn of investments China’s healthcare equipment market CAGR of 13.6% Traditional Chine Medicine is...
by Jacques Lemoisson | Oct 7, 2021
It seems that markets are ignoring some risks …. Share...
by Jacques Lemoisson | Aug 18, 2021
Mr. Market is only concerned by Central Banks, no clue about Delta variant and geopolitical tensions. When Powell advocates for transitory inflation, China is closing ports, and the Taliban are taking control of Afghanistan, which is depicted by an internal memo from...
by Jacques Lemoisson | Jul 13, 2021
Inflation continued its rapid surge in June, rising at its fastest pace in nearly 13 years amid an ongoing burst in used vehicle costs and increases in both food and energy. The consumer price index increased 5.4% from a year ago, the largest jump since just before...
by Jacques Lemoisson | Jul 5, 2021
Enjoy and don’t hesitate to contact me! Share...