by Jacques Lemoisson | Jan 2, 2023
Outlook 2023 AN Outlook 2023 FR Share...
by Jacques Lemoisson | Feb 16, 2022
Our Global Macro analysis over the past few months seems relevant. As a preamble, the de-escalation in Ukraine is the work of Russia, confirming my comments yesterday in our Global Macro Insight. The USA is now the only one to gesticulate in the zone. Geopolitical...
by Jacques Lemoisson | Jan 17, 2022
If consumption will likely recover rapidly once lockdowns are lifted, the impact on production and supply chains will likely be manageable. In 2020, travel restrictions were imposed when most people had already returned to their hometowns to celebrate the Chinese New...
by Jacques Lemoisson | Nov 24, 2021
Let me introduce the last thematic completing our Global China Thematic universe: Healthy China 2030 Key takeaways Fully aligned with the current 5-year plan and its $600bn of investments China’s healthcare equipment market CAGR of 13.6% Traditional Chine Medicine is...
by Jacques Lemoisson | Aug 18, 2021
Mr. Market is only concerned by Central Banks, no clue about Delta variant and geopolitical tensions. When Powell advocates for transitory inflation, China is closing ports, and the Taliban are taking control of Afghanistan, which is depicted by an internal memo from...
by Jacques Lemoisson | Jul 5, 2021
Enjoy and don’t hesitate to contact me! Share...
