by Jacques Lemoisson | Feb 16, 2022
Our Global Macro analysis over the past few months seems relevant. As a preamble, the de-escalation in Ukraine is the work of Russia, confirming my comments yesterday in our Global Macro Insight. The USA is now the only one to gesticulate in the zone. Geopolitical...
by Jacques Lemoisson | Jan 17, 2022
If consumption will likely recover rapidly once lockdowns are lifted, the impact on production and supply chains will likely be manageable. In 2020, travel restrictions were imposed when most people had already returned to their hometowns to celebrate the Chinese New...
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 | Jul 5, 2021
Enjoy and don’t hesitate to contact me! Share...
by Jacques Lemoisson | May 20, 2021
The supply chain squeeze being felt across many parts of the manufacturing sector is set to hit profit margins at Cisco Systems in the current quarter. The warning wiped nearly 6% from Cisco’s shares in after-market trading, despite stronger than expected financial...
by Jacques Lemoisson | Apr 26, 2021
In a previous post, I exposed my happiness to assist at what is happening in Miami and Florida. Hedge Funds and Private Equity firms are coming, Tech giants are moving top managements there. I shared my vision in 2015 about the why the what and the how of the US...
