Analysis: Must Read

20 European smallcaps exposed to military spending

Here's a brief presentation of 20 small players with exposure to military spending, listed on European markets. They are listed in alphabetical order, with no bias regarding valuation or business...

Europe vs. USA: Valuation gap could narrow in favor of the Old Continent

For over a decade, the US stock market has outperformed its European counterpart, propelled by the rise of technology giants, a proactive monetary policy and unrivalled innovation momentum....

MarketScreener's overview: Nvidia continue to fall, so does India, LVMH in pieces

Should LVMH be split up? For the time being, this is all conjecture, but the operation would certainly be beneficial for Bernard Arnault. Meanwhile, Indian stocks continue their correction, while...

Soitec, Neoen and Umicore to leave the STOXX Europe 600

The STOXX Europe 600 index will undergo several changes from March 24, 2025, with the inclusion of new stocks and the removal of several companies. These regular adjustments are designed to reflect...

The European Union ready to mobilize 800 billion euros for its defense

The European Union is set to take a major step forward in strengthening its defense capabilities. Ursula von der Leyen, President of the European Commission, has announced a series of measures that...

Trump's new taxes on Canada and Mexico worry Wall Street

The Trump administration is preparing to impose 25% tariffs on imports from Canada and Mexico as early as Tuesday, putting companies and financial markets under pressure....

Philip Morris wants to turn the page on tobacco and cigars

According to Bloomberg, Philip Morris is considering spinning off its cigar business in the US, as part of its transition to smokeless products.

Prada close to acquiring Versace

According to Bloomberg, Prada is close to reaching an agreement with Capri Holdings to acquire Versace, in a deal valued at $1.6 billion.

Rheinmetall, Thales, BAE, Leonardo… European defense companies soar on the stock market

The European defense sector is soaring on the stock market, as it becomes clear that the old continent is going to have to raise its game in military matters. Tens of billions of euros worth of...

30 days of Trump: What's changed for cryptocurrencies? - Crypto Recap

A year ago, the future of cryptos in the United States seemed bleak. Regulatory repression, legal uncertainties, an industry in search of stability. Then, Trump came back. In the space of a month, the...

ETF of the week: Diversification, a bulwark against volatility

Equity markets are facing a cocktail of uncertainties: stretched valuations for tech giants, questions about the scale of investment in AI, fears about US growth and consumer confidence, risky tariff...

China: A financial merger to counter the economic crisis

Beijing is speeding up the consolidation of its financial sector with the possible merger of CICC and Galaxy Securities, a strategy that could boost investment and stabilize a troubled market.

Germany: a model on its last legs

On Sunday February 23, the Christian Democrats of the CDU, led by Friedrich Merz, came out on top in the parliamentary elections. The central scenario is now the formation of a grand coalition between...

Trump and Arnault: The art of the haute couture deal

It came as a surprise to many: Bernard Arnault, CEO of the LVMH group, and several members of his family were present at the inauguration ceremony of the 47th President of the United States. They were...

How Trump and Bessent want to bring down the US 10-year?

This is one of Scott Bessent's key objectives: to bring down long rates. To hear him tell it, everything put in place by the Trump administration should help. But the dynamics of the US economy and...

The Seven Commandments of Business Valuation

At MarketScreener, and more widely in the world of finance and investment, the name Aswath Damodaran is often on our lips. Considered a pioneer in the field of corporate valuation, his teachings have...

Crypto-fiasco: Milei in trouble with Libra - Crypto Recap

The $LIBRA affair could have been just another memecoin in the cryptocurrency universe. It has become a political and financial nightmare. Javier Milei, Argentina's libertarian president, thought he...

IShares MSCI World ETF: The most popular World ETF

Looking for a boring but efficient ETF? The iShares MSCI World ETF is for you! This index fund covers a broad spectrum, offering exposure to 1,400 companies from 23 countries. It's one of the most...

Vanguard on the verge of becoming the world's largest ETF

ETFs are attracting more and more investors, both institutional and retail. Unsurprisingly, the U.S. S&P 500 index has the most assets under management, with two funds battling it out for top spot.