Enzo Willcox

Public debt: France books a one-way ticket to the top

As France's Ministry of Finance expects French debt to surge past 121% of GDP, the government is promising a EUR54bn effort without touching direct taxes.

September 21, 2026 at 02:28 pm IST

MarketScreener Odds and Ends: AI Takes on Water, Oil Takes Off

This week's lineup: fund managers who are starting to find the AI bill a bit steep, oil supertankers whose travel costs are soaring, and the S&P 500 that is becoming almost reasonable again on its multiples

September 21, 2026 at 12:54 pm IST

Another cold Turkey for Istanbul

Anyone who has followed the Turkish stock market for a few years is now used to the roller-coaster, even though most investors have probably never set foot there. But for those with money on the line, Wednesday's session was unlikely to be a pleasant one.

September 18, 2026 at 07:26 pm IST

BWET: the extreme ETF no one saw coming

Up 3,700% in nine months, steep management fees and violent volatility: the Breakwave Tanker Shipping ETF (BWET) is writing one of the wildest chapters in 2026 finance.

September 14, 2026 at 12:36 pm IST

When markets panic over AI… then backtrack

Declaring SaaS dead because of AI was a bit like shutting down law firms because ChatGPT can write a demand letter. The market panicked, knocked down giants, and then realized it might have gotten things wrong.

September 11, 2026 at 12:39 pm IST

How AI Turned Your Drawer Change into a Gold Mine

This week's lineup: a tutorial for finding money at the bottom of your drawers, a look at Microsoft nearly being unseated by Nvidia's surge, and a bit of macroeconomics to keep our Mr. Macro happy.

September 07, 2026 at 02:38 pm IST

Is the party already over for AI-boosted momentum kings?

After cashing in on the surge across anything tied to AI, the momentum strategy is losing some of its shine. The Invesco S&P 500 Momentum ETF is on track for its worst performance in 25 years: just a temporary air pocket, or the end of a fad?

September 04, 2026 at 01:53 pm IST

Outpacing Wall Street: Colombia's surprise stock market comeback

Shunned by investors under the Petro presidency, Colombia's market is staging a spectacular rebound after Abelardo de la Espriella's election. Does that make it a bet worth taking?

August 27, 2026 at 07:11 pm IST

The AI Economic Boom: How Claude Code Has Supercharged Demand for Developers.

As paradoxical as it may sound, the arrival of Claude Code has genuinely revived job postings in software development. What is shaping up to be the biggest economic boom in history may not be such bad news for employment, even if it still needs to be proven over time.

July 30, 2026 at 06:40 pm IST

Tomorrow, Everyone Replaced? When AI Leaves the Screen and Comes for Our Jobs

Is the next big step in human evolution, according to Jensen Huang, right around the corner? As the first applications emerge, machines are rapidly gaining capability. They are no longer just executing tasks: they are becoming genuinely intelligent.

July 30, 2026 at 01:19 pm IST

While Tech Burns, Grandpa Holds the Line (and Makes Money)

The capital flight from AI into more defensive stocks gives Grandpa a good chance to explain how to manage a portfolio, even if he did not cash in on the sector's triple-digit gains.

July 24, 2026 at 02:19 pm IST

The SOXX paradox: break records… and the market will punish you

In 2026, it seems that delivering a flawless quarter no longer shields you from a shakeout. Examples are piling up across the semiconductor sector, even more so as investors grow impatient with colossal spending.

July 22, 2026 at 08:05 pm IST

The Microsecond War: How Physics Took Control of Wall Street

There is actually a way to win in the markets almost every time, although it's nearly out of reach for individual investors. Some firms have made it their calling card, sparking a race for speed measured in billions of dollars and the laws of physics.

July 22, 2026 at 05:41 pm IST

SAP: a cloud giant in the sales during the AI era

Boosted by the rise of its cloud solutions, SAP was recently trading not far from its market peaks. Since then, the stock has suffered a sharp correction, returning to far more attractive valuation levels. However, its financial results in no way suggest a company that is in trouble. As fears of disruption by artificial intelligence gradually fade away, SAP stands out as a compelling name, available at a price well below its true potential

July 16, 2026 at 02:04 pm IST

Richemont restores momentum to luxury, Axfood under pressure

Earnings season is getting off to a flying start, with Richemont beating expectations and clearing the skies for the entire sector, ASML does the same. Axfood reports results in a tough quarter as its rival gains market share. Storebrand and Barratt Redrow launch share buyback programs

July 15, 2026 at 01:26 pm IST

AstraZeneca tumbles, Schott Pharma raises its ambitions

Healthcare is in the spotlight today: AstraZeneca fails a phase 3 trial for a cardiac treatment. By contrast, Computacenter is pointing to a near-doubling of profit, while Capgemini is punished in the stock market after a Citigroup rating change.

July 09, 2026 at 01:14 pm IST

Calm Before the Storm

The Q2 earnings season kicks off next week. Market expectations are even higher than they were at the start of the year, a setup that is bound to leave some investors disappointed. Major US banks, TSMC and ASML will set the ball rolling next week.

July 08, 2026 at 07:48 pm IST

Hermes at 1,600 euros: what if real luxury is somewhere else?

The recent pullback in luxury has created genuine buying opportunities. Yet the price of entry into the industry's giants remains high. A closer look at three companies with compelling profiles, ideally positioned if financial flows return.

July 03, 2026 at 06:25 pm IST

Hong Kong: The Ugly Duckling of Tech

While Japan, Taiwan, and South Korea dominate the market spotlight, Hong Kong has been languishing since the start of the year. The Hang Seng is down 10%, placing it at the back of the pack among major global indices.

June 25, 2026 at 07:59 pm IST

Medpace: At the Heart of the Small-Cap Biopharma Crisis

Caught between solid fundamentals and a lagging stock price, the clinical testing firm is paying the price for earnings reports that signal a slowdown in orders. The situation is further complicated by management's uncharacteristic delay in launching share buybacks, a move that usually reassures the market, although which has yet to materialize this time around.

June 17, 2026 at 01:42 pm IST

Clearer Skies for Black Gold

After months of ineffective rhetoric, Donald Trump's latest intervention finally seems to be hitting the nail on the head. Brent crude has plunged 12% in a single week, dragging oil stocks down in its wake.

June 15, 2026 at 03:03 pm IST