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Jean-Francois Bouilly • Jun 10, 2022
Japan equity market is the second worldwide.
Even considering the rise of the US market, Japan is still more than 5% of global market capitalization (including emerging markets), and the first non US markets. Simply too big to be ignored, and with a lot of top quality manufacturing companies to discover.
Share buyback in Europe: false start or real inflexion point?
A few remarks regarding the takeout of TOD’S by Catterton
Microsoft, Google and Visa: tidbits from the Earnings Call
Hard Luxury & key messages from the earnings call of easy jet, SAP, ASML
Japan pivoting on Growth- Kering last acquisition
New priorities at PERNOD RICARD.
W HO IS THE BOSS IN THE CASUAL LUXURY SEGMENT?
Dassault Systeme Growth Strategy
J apan: “For everything to change, ever ything need to remain the same”