Mise en page du blog
Japan relative....
Jean-Francois Bouilly • Jun 01, 2022
A great hedge against rising interest rates (and a cheap one)
MSCI JAPAN compared to MSCI WORLD DM and US 10 Year Yields
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”