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.…
The luxury industry, including LVMH, experienced its biggest decline since the pandemic in the third week of August. The Chinese market accounts for more than a third…
Europe has discovered, hopefully not too late, that sovereignty still matters. The vast majority of central banks is contemplating the issue of a digital version…
Engie has changed a lot over the last 2-3 years, but the French utilities company is only in the middle of its long and thorough…
The FCA appears set to further the legitimacy of European Independent Research Providers (IRPs) by going for a clear cut definition of what independence means:…
12 years ago, AlphaValue was born in the midst of the Great Financial Crisis and lasting worries about pension risks as the assets supposed to…
Looking at prices five years back, the Steel sector has another 20% to go before it reaches its early 2018 peaks. That puts in perspective the 90%…
Whether a Spac, Bitcoin, Ark’s ETFs or collecting art, all assets are in sync with Central Banks’ signalling. Bitcoin broke rank when banned by China.…
Yet another disconnect between Brent and Oil stocks seems to be in progress. The Brent bulls are recovery bulls and back-to-2019 hopefuls. China is the black box…