Carrefour has become flavour of the season as M&A news is recurring for this French grocer. News reports state that Auchan is preparing a fresh…
Every analyst worth his salt will claim to her/his independence of opinion. The issue is that 95% of sell-side research is supplied by … conflicted…
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…
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…
The Chinese Communist Party’s celebration of its first century in power was a perfectly oiled and impressive affair. While there was no fresh agenda released…
So much has happened in such a short space of time. CEO Faber’s departure, which seemed highly unlikely a few months ago, has now been…
Last time we teased about REC Silicon, a simple company unhappily sitting in the cross-hairs of complex Sino US politics, was in November 2017. We had a…
The French Finance Minister is not afraid of calling Food Retail strategic and being ridiculed for it, as was his predecessor when yoghurt (aka Danone) was promoted to…
‘Wave II’ of Covid-19 has triggered ‘Lockdown II’ in France and Germany with Spain already at a standstill and the UK not far from capitulating…