Porsche’s customers are used to choosing the finish of their 911s. With an IPO of Porsche AG profiling for the coming weeks/months, investors will have…
HSBC has been in damage-control mode since its head of responsible investing stated that the climate change related threat has been exaggerated and its largest…
Last friday, conference held by Mr Francesco Gaetano Caltagirone (not initiated by Generali) took place in Milan, gathering the so-called “Finance community” to promote to…
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…