Latest News

Some of our investment ideas

Devise

Currencies. Back to basics

Date: 19 September, 2019
The intuitive response to more ECB easing should be a lower currency. However, there are factors that will limit any. . . . Read More

Chinese Way

Date: 12 September, 2019
Moral Hazard variations Moral hazard exists when a party to a transaction has an incentive to take unusual business risks,. . . . Read More

Equities. Huawei arrives with its HarmonyOS

Date: 22 August, 2019
The US embargo on Huawei is pushing the Chinese group to reduce its reliance on US products / systems Huawei. . . . Read More

Troubled waters ahead for entrepreneurs

Date: 16 August, 2019
This is not new, global geopolitics has been particularly complex and potentially explosive in the past couple of years In. . . . Read More

The Fed is not to blame

Date: 8 August, 2019
As expected, the Fed cut for the first time in a decade its Fed funds rates by 25 bps to. . . . Read More