Bolloré could be looking to exit its long-standing logistics activities in Africa according to French media. Although the company has not commented on the matter…
In February 2019, we teased about Veolia’s need for fresh impetus. They delivered. The deal with Suez, initiated in August 2020 and finalised in April 2021, is a game-changer…
H2 stands for Hydrogen Hyped. So we think with an eye on the hard law of thermodynamics, which means that turning power into H2 and…
Generali and Italy’s most powerful business empires are throwing themselves into a bloody battle over Italy’s biggest insurer CEO’s head. Considering the timing, there is…
Jay Powell’s talk of an earlier than planned rate tightening pleased European banks. While they were not in a great shape the week before, they…
Markets and AlphaValue have been wrong-footed by the sudden twists of energy markets, for the worse. It has the potential to be an accident in progress as…
Supply constraints along the intricate energy system have caused a surge in European electricity and gas prices. Several energy-intensive companies have started to respond to…
Iron ore markets have (again) come under immense pressure over the past few days. As a result, the highly-rewarding diversified miners have witnessed a sell-off.…
We looked back at our many and hitherto futile warning flags about the extended exposure of European Luxury stocks to China as they are facing the diktats…
Beijing has started to put pressure on entertainment and public media industries to eliminate the negative impact of “unpatriotic”, “unethical” and ostentatious wealthy public personalities…