Eloi Suinot

What to make of a high-tension quarter for European equities?

Before the second earnings season of the year kicks off, there is an opportunity to take a step back and analyze a quarter that was more turbulent than the Stoxx 600's 0.75% gain might suggest.

April 05, 2026 at 03:10 pm

KNDS: An IPO between market appetite and sovereignty imperatives

KNDS CEO Jean-Paul Alary has confirmed that the group's IPO is on track for 2026. This is a compelling case, both from a stockmarket and a geopolitical perspective.

April 04, 2026 at 09:30 pm

A wild market debut for Fundrise Innovation

A private fund holding stakes in high-profile companies such as OpenAI, Anthropic, and SpaceX has just gone public. It is currently trading at $173, despite a Net Asset Value (NAV) per share of $18.97.

March 29, 2026 at 07:57 pm

Pernod Ricard/Brown-Forman: A False Good Idea?

The world's number two spirits group and the American whiskey champion are discussing a tie-up, or, to use the terms of Pernod Ricard's press release, a "merger of equals." The news is less surprising for its logic than for its timing. Beyond the strategic rationale, the transaction raises obvious risks.

March 28, 2026 at 05:35 pm

JCDecaux: Time for a rerating?

The outdoor advertising giant is making waves at the start of the year, with its share price climbing 25%. The impact of digitalization could now justify a rerating of the stock.

March 22, 2026 at 05:57 pm

If the Middle East Conflict Gives You the Jitters, Imagine Taiwan…

Stagflation fears are rattling markets as war continues in the Middle East. However, a conflict triggered by China in Taiwan would have an impact of an entirely different magnitude on the global economy and finance.

March 22, 2026 at 05:51 pm

Transactional Diplomacy Serving Common Interests Between Japan and the United States

Japan is seeking to make itself indispensable to the United States by offering strategic solutions to a president whose diplomacy operates largely on a transactional basis.

March 21, 2026 at 11:36 pm

China's new strategic phase for the next five years

The People's Republic of China's fifteenth 5-year plan came into effect this week. Let's examine how Beijing intends to approach this new phase, aiming to maintain control over its destiny in a world that is more unpredictable than ever.

March 15, 2026 at 05:09 pm

How are different indices influenced?

Major stock market indices are structures generally shaped by the size of free-float market capitalizations. As a result, many of them are biased toward a specific sector, or even just a few individual stocks.

March 14, 2026 at 06:54 pm

Formula One Group and the Gulf Grand Prix dilemma

The Formula 1 world is moving towards the rhythm of the season's first race weekend. At the same time, the Formula One Group stock has been buffeted over the past week by uncertainty surrounding whether the Bahrain Grand Prix and the Saudi Arabian races will actually go ahead.

March 07, 2026 at 07:03 pm

It's the Sales for European SMEs: valuations at their lowest since 2014

In Europe, private-company deals are back to valuation levels not seen since 2014. Let's take a look at the latest report on the Argos index.

March 02, 2026 at 12:08 am

In charts: Active management reigns on Wall Street this year

The S&P 500 is almost perfectly flat so far in 2026, which might look reassuring at first glance. Yet more than 100 companies have already swung by more than 20%, one way or the other.

March 02, 2026 at 12:00 am

The United States launches Operation "Epic Fury" in Iran

True to his method, Donald Trump chooses the weekend to shake the international stage.

February 28, 2026 at 10:32 pm

Can ChatGPT and Grok beat the market?

Active management is losing influence amid current trends. And as if that wasn't enough, it turns out that large language models may even do better than the indices.

February 28, 2026 at 08:12 pm

3 Swiss equipment suppliers in the semiconductor industry

Already essential and highly strategic, semiconductor industry sales are expected to rise by over 25% to reach $1,000 billion this year-staggering growth at that scale. The Swiss stockmarket features several particularly interesting names, with different places along the value chain.

February 22, 2026 at 11:57 am

Dior to carry LVMH this year?

With over 75 maisons, LVMH can look like a conglomerate that is hard to decipher. In reality, value creation is highly concentrated in a handful of brands that generate most of the profits.

February 21, 2026 at 02:50 pm

Legrand ready to scale up

This year, North America is becoming the leading market for the electrical infrastructure specialist. Building no longer accounts for the bulk of the group's sales, driven by nearly 40% growth in its data-center business.

February 15, 2026 at 08:41 pm

Spotify Sets the Pace

The world's largest music platform is finally starting to use its weight to deliver real profitability.

February 15, 2026 at 03:55 pm

Now It's All About European Small Caps

The past five years would almost make us forget that European small caps rank among the best-performing assets of the 21st century.

February 08, 2026 at 08:05 pm

How far are these giants from their peak?

Many of the companies below hit their ATH ("all-time high") just a few months ago, in 2025. Enough to spark ideas for those looking to take advantage of the brief "breather" taken of late by tech giants.

February 07, 2026 at 07:53 pm

The video game industry again rocked by AI

Alphabet has just announced the launch of its interactive world generator. While over 90% of the industry already uses AI agents in game creation, this innovation could prove to be one of the most disruptive developments for the sector in recent years.

February 02, 2026 at 10:20 am