Author
Sebastien
Investment analyst at Gorgorus.
503 articles
EV Deliveries Plunge In China
Xpeng has projected that its vehicle deliveries for the second quarter will range between 21,000 and 22,000, indicating a year-over-year decline of approximately 36.1% to 39.0%.
31 May 2023
The Great Reshoring
With the outbreak of the COVID-19 pandemic, supply chain disruptions became prevalent, prompting several Western countries to initiate campaigns focused on reshoring and nearshoring.
29 May 2023
Netflix Gains Momentum with Ad-Supported Tier
The streaming service recently disclosed that its more affordable ad-supported option has garnered five million monthly active users. Furthermore, in areas where this tier is available, approximately 25% of new subscribers are opting for it.
24 May 2023
Japan Is Back
The Topix Index in Japan has reached its highest level since August 1990, indicating the return of foreign investors. Year-to-date, the Tokyo Price Index has recorded a gain of over 6%.
22 May 2023
Inflation Is Hard To Tame
In a prepared speech for a monetary policy conference at the Hoover Institution, Bullard stated, given the current macroeconomic conditions, it can be argued that monetary policy now lies at the lower end of what is considered sufficiently restrictive.
19 May 2023
US Small Business Confidence Hits a 10-Year Low
In April, the National Federation of Independent Business (NFIB) reported that small business confidence in the US declined to the lowest level in more than a decade.
17 May 2023
Advertising Competition Heats Up
Although artificial intelligence chatbots like ChatGPT pose a threat to the search ad market, Naver, South Korea's internet giant, views the rise of AI as an opportunity for the company.
15 May 2023
Europe's Belt And Road
Italy's decision to join China's Belt and Road Initiative (BRI) is back in the spotlight, as Rome's new leadership faces a deadline to potentially end the agreement.
13 May 2023
Aramco's Profits Fall
On Tuesday, Aramco, the state-owned oil company of Saudi Arabia, reported a 19% decrease in first-quarter earnings, with a net income of $31.9 billion compared to $39.5 billion the previous year, due to the decline in oil prices.
11 May 2023
The Buffett Meeting
Despite concerns about the economy and recent market fluctuations, Warren Buffett, CEO of Berkshire Hathaway, remained calm and composed during a Q&A session with shareholders.
09 May 2023
May 2023 - Commentary
Interest rates might remain elevated for some time as inflation drags along. A series of broader systemic issues such as the ongoing banking crisis in the U.S.A., uncertainties related to the war in Ukraine and the re-start of the Chinese economy weight on some major companies in Europe and abroad.
05 May 2023
The ESG Joyride?
On Tuesday, Florida Governor Ron DeSantis signed a bill that prohibits state officials from using public funds for environmental, social, and governance (ESG) initiatives, as well as ESG bond sales.
03 May 2023
Tech Giants Tout AI Investments
Microsoft and Google's Q2 results show slow sales growth despite their promises of AI investment and the launch of generative AI products. The companies have emphasized the potential of AI, particularly in natural language processing, to usher in a new era of computing.
01 May 2023
Apple Bets Big On India
Apple CEO Tim Cook has been optimistic about India for years, and now the tech giant is expanding its footprint in the country while reducing its reliance on China.
28 Apr 2023
April 2023 - Commentary
Today, we're happy to share the 47 U.S., Canadian, European and Japanese stocks that meet all our growth, value, quality requirements.
26 Apr 2023
Europe Rethinks Ties with China
The Dutch intelligence agency's warning was issued shortly after Emmanuel Macron's visit to the country, during which he suggested that the EU should remain neutral in any potential conflict between the US and China
25 Apr 2023
A Long Banking Storm
On Wednesday, data provider ORTEX revealed that hedge fund bets against Canada's TD Bank Group had increased by 45% in the past two weeks to reach $6.1 billion.
22 Apr 2023
China's Car Market Booms
At the Shanghai auto show, global auto executives are returning to a vastly different market than the one they left in 2021. China-made brands now dominate key segments, propelled by new electric-drive models that are gaining ground both domestically and internationally.
19 Apr 2023
Luxury Slows Down, Just A Bit
LVMH's sales report for the first quarter revealed that wealthy consumers in the United States are reducing their purchases of high-end fashion and leather goods.
17 Apr 2023
Warren Buffet Increases His Exposure To Japan
Buffett expressed his satisfaction with his current investments in these firms and stated that he is considering investing further in five of Japan's major trading houses.
12 Apr 2023
