French KHOL
Think of Kering, Hermes, l’Oreal and LVMH (khôl) as the French version of GAFAs. This is when one sector tips the market balance. Their 33% combined jump from late March to now is…
Research Team, 1 year ago 2 min read
Stock Picking in European Power Utilities
The sector has been under pressure recently with the end of the QE program getting closer and a tightening of the credit market expected. Higher CO2 prices are finally…
Research Team, 1 year ago 1 min read
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