Banks are a fascinating economic indicator, reflecting not just financial trends but also the social and regulatory environment. From this perspective, it is encouraging that bank share prices have risen sharply in many countries this year. However, it is also...
US Insurers: A Hidden Gem Beyond the Headlines!
Although they represent less than 4% of the American market capitalization and receive little media attention, the US insurance sector holds surprisingly interesting opportunities for investors. This year alone, US insurers have gained over 25%, yet they continue to...
Pharmaceutical industry: mercilessly selective investors!
The pharmaceutical industry is one of the countless users of AI. Costs and development times for new drugs are being drastically reduced, old barriers to market entry are removed and new ones erected. No wonder most share prices have risen this year. Investor favour...
Basic Resources Developers: Rough but necessary!
The shares of developers of basic resources are caught in a complex field of tension. On the one hand, they are criticized for mining basic resources in politically unstable regions and their impact on the environment. On the other hand, the UN's development goals,...
Canada: Banks, raw materials and lots more!
While maple syrup and commodities might come to mind when you think of Canada, its stock market stands out for its banks. It's quite unique globally that two banks—Royal Bank of Canada and Toronto Dominion—are the most valuable companies in the country. What else sets...
USA: Full speed in all directions!
In the presidential election year, it is not just opinions about the candidates that are galactically divergent. Stock market performance also knows almost no bounds, both positive and negative. While the share price of Super Micro Computer has more than doubled this...
Japan: Back in the investor limelight!
The Nikkei has been on a strong upward trajectory lately. It has gained almost 50% since the beginning of 2023 and has finally broken through its all-time high after a long 34 years. Investors are once again turning their attention to the land of the rising sun, even...
Semiconductors: Little visible, but omnipresent!
Do you know what a semiconductor really is and does? No? Then you are not alone. More than a trillion semiconductors are produced worldwide every year. A modern car alone needs more than 1,000 of them. And yet very few people know what a semiconductor really is and...
Europe: What’s hot and what’s not 2024!
In 2023, the European STOXX 600 Index continued to lag well behind the US SP500 and NASDAQ100 indices. Nevertheless, there were well-known stocks on the old continent too, such as Rolls Royce, which more than doubled. Others, however, such as Zalando, suffered severe...
Hotel stocks 2023: Pleasure without travel!
Are you treating yourself to some days off in a hotel at the turn of the year? Have you looked at your stay from a visitor's perspective and been annoyed by rising prices? In our latest sector analysis, we look at hotels from an investor's perspective. This has been...