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Our Outlook 2022 – A New Era getting Real!
Jan 5, 2022
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Special Report! Inflation/Ukraine de-escalation ====> TIME to INCREASE EXPOSURE in CHINESE ASSETS and OUR THEMATIC!!!!!!!!!!!!!
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...
Simple charts explaining why investors would better play the Decarbonization in China than Consumption
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...
The last addition into our Global China Thematic universe: Healthy China 2030
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...
Our proprietary Quantamelental Macro Indicators are flashing!
It seems that markets are ignoring some risks ....
Beijing prepares to build airport on reclaimed land near Taiwan
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...
Inflation won’t be transitory!!!! The same for the Transition Period… Our GTO is designed for that!
Inflation continued its rapid surge in June, rising at its fastest pace in nearly 13 years amid an ongoing burst in used vehicle costs and increases in both food and energy. The consumer price index increased 5.4% from a year ago, the largest jump since just before...
Global Macro and Chinese thematic mid-year Pit Stop : our last webinar
Enjoy and don't hesitate to contact me!
EVs are not so clean, depending from where the electricity is coming from!!!!
If the electricity to recharge the EV comes entirely from coal, which generates the majority of the power in countries such as China and Poland, you would have to drive 78,700 miles to reach carbon parity with the Corolla, according to the Reuters analysis of data...
Inaction is not prudent in this time : Inflation tolerance range in the new Keynesian model (from Bank of France)
In the field of military operations, my friends in the special forces have always told me that mobility is key, and especially when the situation is perilous. Inaction is often synonymous with injury or worse. Thanks to Jill Cetina (from the FED of Dallas) for having...
Nuclear is part of Decarbonization… #inclusive_decarbonization
Decarbonization needs to be inclusive. We need to run fast in this fight and nuclear is one of the solutions. Have a look at this chart... Germany generates 16% of its electricity via Renewables but 77.5% is coming from Oil+Gaz+Coal. In France due to Nuclear, 50% of...