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France: The markets in the countryside

France: The markets in the countryside

The political season is still ahead of us, the final cast of the presidential election is far from being fixed,...

At a crossroads for interest rates

At a crossroads for interest rates

The French OAT[1] has risen above 4% for the first time since 2009, the US 30-year yield is at its...

The renaissance of hybrid bonds

Driven by rapid internationalisation and robust issuance volumes, the corporate hybrid debt market is moving up to a new level....

The renaissance of hybrid bonds
Beware of AI! Opposition to data centres: a new risk factor

Beware of AI! Opposition to data centres: a new risk factor

‘AI, yes, but not in my back garden’: voices are being raised all over the world against the construction of...

UPDATE ON… ECHIQUIER VALUE EUROPE - July 2026

The objective of Echiquier Value Europe is to invest in companies capable of creating value, adopting a contrarian view of...

UPDATE ON… ECHIQUIER VALUE EUROPE - July 2026
Recess is over in South Korea

Recess is over in South Korea

4.1 per cent. This is the average daily fluctuation – up or down – of the South Korean stock market’s...

Super El Niño

The growing risk of a super El Niño should be seen as a warning sign and a reminder of a...

Super El Niño
From momentum to selection

From momentum to selection

The first half was characterised by concentration. The second could well be defined by selection. Driven by artificial intelligence, abundant...

Does Europe have the world’s most strategic company?

The artificial intelligence revolution has its stars: Nvidia for processors, SK Hynix and Samsung for memory, and TSMC for chip...

Does Europe have the world’s most strategic company?
Alibaba’s Tree and China’s Tech Forest

Alibaba’s Tree and China’s Tech Forest

China appears to be in dire straits this year: consumption and population growth are flagging, the property crisis persists, and...

Japan’s quiet revolution

Japan is all the rage. The powerful appeal of Japanese culture and the very low value of the yen led...

Japan’s quiet revolution