Eloi Suinot

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 01:38 am IST

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 01:30 am IST

The United States launches Operation "Epic Fury" in Iran

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

February 01, 2026 at 12:02 am IST

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 09:42 pm IST

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 01:27 pm IST

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 04:20 pm IST

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 10:11 pm IST

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 05:25 pm IST

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 09:35 pm IST

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 09:23 pm IST

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 11:50 am IST

The voices shaking Wall Street

At the end of the day, it is only a handful of voices shaping the narrative around US markets. Knowing who they are is key to understanding the levers of the Trump era.

January 31, 2026 at 10:03 pm IST

Duolingo: a growth rocket that is finally affordable?

The learning platform has seen its market capitalisation slashed by more than 70% from last year's peak, at a time when its valuation was bordering on fiction. But today, the stock is becoming interesting again.

January 31, 2026 at 09:53 pm IST

Lindy Effect: When Older Companies Outperform Newer Ones

At a time when some investors swear by disruptive technologies, it is sometimes century-old companies that deliver the best performance. Building a portfolio made up only of long-established firms would make little sense… but the opposite would be no more reasonable.

January 25, 2026 at 04:50 pm IST

Generali and alliance politics

Here we look at the ambitions of Francesco Gaetano Caltagirone, an ally of Giorgia Meloni, to take control of one of Italy's financial pillars.

January 24, 2026 at 03:29 pm IST

European private equity finds alternatives to IPOs

In 2025, European private equity broke records, although exits through initial public offerings are still struggling to regain traction. The ecosystem is adapting and shoring up its alternatives.

January 24, 2026 at 03:21 pm IST

How can a stock fall despite strong results?

The earnings season is here! To help you get ready, here are a few reading keys that can help you navigate this important period for your portfolio with peace of mind.

January 17, 2026 at 11:31 pm IST

Prosus: more than a discounted Tencent?

Self-proclaimed as the largest consumer internet group outside China and the US, Prosus continues to trade at a discount of about 30% to its net asset value (NAV).

January 10, 2026 at 09:30 pm IST

Why don't Europeans have an equity-market culture?

Are Europeans really more cautious than their American counterparts?

January 10, 2026 at 01:13 pm IST

Founder-CEOs: a driver of stock outperformance

The idea does not look revolutionary at first glance: a company still run by its founder tends to outperform the market average. Intuitively, it makes sense. But it is worth exploring the reasons and the players involved.

December 29, 2025 at 04:11 pm IST

No IPO - rather a private exit for the owner of Golden Goose

Permira has held a majority stake in the luxury footwear brand since 2020, after a EUR1.28bn acquisition. While a stockmarket listing had long been considered, the fund is ultimately selling its stake to another fund, HSG, for EUR2.5bn, including debt.

December 22, 2025 at 05:54 pm IST