PLEION Investment Adviser - Gestion De Fortune

Month: June 2020

Monthly investment review

STRATEGY AND MACRO Asset Allocation Rosy scenario more likely than dark one 2020 recession will deeply impact economies Great Unknown for 2020-2021 Huge debt and deficits are not an issue yet Risky assets consider pandemic as temporary Liquidity driven Equities are ahead of fundamentals Sovereign bonds still in crisis mode Once again, the tidal wave […]

Investment News – 29 June 2020

The Semdex Index gained 0.42% last week. NATIONAL INVESTMENT TRUST was the best performer, with an increase of 23.08%, while the worst performer was BLUELIFE LTD with a loss of 7.41% The Euro Stoxx 50 Index lost 1.99%, closing at 3’204.17. L’OREAL was the best performing stock, increasing of 2.11%, while AIRBUS SE was the […]

Investment News – 22 June 2020

The Semdex Index lost 2.76% last week. BELLE MARE HOLDING LTD was the best performer, with an increase of 12.50%, while the worst performer was BLUELIFE LTD with a loss of 10.60% The Euro Stoxx 50 Index gained 3.66%, closing at 3’269.10. FRESENIUS SE & CO KGAA was the best performing stock, with an increase […]

Investment News – 15 June 2020

The Semdex Index was up 1.27% last week. ROGERS AND CO LTD was the best performer, with an increase of 9.52%, while the worst performer was P.O.L.I.C.Y. LTD with a loss of 6.13% The Euro Stoxx 50 Index lost 6.81%, closing at 3’153.74. All constituents of the index registered negative returns with AIRBUS SE being […]

Investment News – 8 June 2020

The Semdex Index was up 3.11% last week. LUX ISLAND RESORTS LTD was the best performer, with an increase of 41.46%, while the worst performer was BELLE MARE HOLDING LTD with a loss of 14.29% The Euro Stoxx 50 Index gained 10.95%, closing at 3’384.29. All constituents of the index registered positive return with AIRBUS […]

Experience counts when you learn from it

“Looking at the various models available internationally, buying government bonds, corporate bonds, and ETFs is not really an option because these same markets in Mauritius are very illiquid in Mauritius. The creation of the Mauritius Investment Corporation (MIC) is an interesting adaptation to the local context and it will throw up some interesting challenges.” Dean […]

Investment News – 1 June 2020

The Semdex Index was up 0.50% last week. NEW MAURITIUS HOTELS LTD was the best performer, with an increase of 10%, while the worst performer wasMAURITIUS DEV INVEST TRUST with a loss of 6.92% The Euro Stoxx 50 Index gained 4.98%, closing at 3’050.20. BNP PARIBAS was the best performing stock, increasing 13.67%, while DEUTSCHE […]