Category: Publications
The Semdex Index increased 0.68% last week. OMNICANE LTD was the best performer, with an increase of 16.67%, while the worst performer was MAURITIUS CHEMICAL & FERT IN with a loss of 4.23%. The Euro Stoxx 50 Index dropped 0.86% to 3’497.63. ESSILORLUXOTTICA was the best performing stock, increasing 3.33%, while DAIMLER AG had the […]
The Semdex Index increased 0.60% last week. MAURITIUS OIL REFINERIES LTD was the best performer, with an increase of 5.53%, while the worst performer was BELLE MARE HOLDING LTD with a loss of 7.03%. The Euro Stoxx 50 Index increased 0.20% to reach 3’473.69. BAYER AG-REG was the best performing stock, increasing 11.16%, while KONINKLIJKE […]
The Semdex Index increased 0.21% last week. NEW MAURITIUS HOTELS LTD was the best performer, with an increase of 4.86%, while the worst performer was AIR MAURITIUS LTD with a loss of 5.00%. The Euro Stoxx 50 Index increased 2.60% to reach 3’466.92. SAFRAN SA was the best performing stock, increasing 7.28%, while TELEFONICA SA […]
Strategy and Macro Asset Allocation China, as the determining macro factor Come-back of (geo)politics Expect further hesitations ahead Certainly, US-China trade negotiations are crucial. Both countries need a truce – say a minimum agreement – to avoid significant negative side effects on the global economy. This has attracted the attention of the media. Nevertheless, we […]
Strategy and Macro Asset allocation Disoriented investors barely participate in rising risky assets Rapid shift from recession to reflation mode Monetary loosening supports markets… but will not exert traction on economies We continue to navigate the current global landscape with a full investment mode, though we pay attention to tail risks and remain focused […]
The Semdex Index lost 0.35% last week. CIEL LTD was the best performer, with an increase of 0.63%, while the worst performer was BELLE MARE HOLDING LTD with a loss of 4.08%. The Euro Stoxx 50 Index increased 2.99% to reach 3’378.38. SANOFI was the best performing stock, increasing 8.42%, while ORANGE had the biggest […]
The Semdex Index lost 0.56% last week. DALE CAPITAL GROUP LTD was the best performer, with an increase of 19.87%, while the worst performer was MAURITIUS OIL REFINERIES LTD with a loss of 6.81%. The Euro Stoxx 50 Index dropped 2.10% to 3’280.43. VIVENDI was the best performing stock, increasing 2.25%, while SOCIETE GENERALE SA […]
The Semdex Index lost 0.40% last week. BLUELIFE LTD was the best performer, with an increase of 1.24%, while the worst performer was P.O.L.I.C.Y. LTD with a loss of 5.23%. The Euro Stoxx 50 Index dropped 2.19% to 3’350.70. IBERDROLA SA was the best performing stock, increasing 3.30%, while INTESA SANPAOLO had the biggest decline, […]
The Semdex Index increased 0.69% last week. NATIONAL INVESTMENT TRUST was the best performer, with an increase of 8.93%, while the worst performer was BELLE MARE HOLDING LTD with a loss of 2.80%. The Euro Stoxx 50 Index increased 1.92% to reach 3’369.78. AMADEUS IT GROUP SA was the best performing stock, increasing 6.75%, while […]
PERFORMANCES 2019 Equities Bonds MSCI World +13.2% CHF Corp +1.8% S&P 500 +14.9% US Govt +2.0% Stoxx 600 +13.2% US Corp +5.7% Nikkeï +6.9% US HY +8.6% SPI +17.7% EUR Gvt +3.4% China +20.1% EUR Corp +4.7% Emerging +8.8% EUR High yield +5.3% Currencies Commodities USD index +1.5% Gold -0.1% EURUSD -2.4% Silver -4.8% EURCHF […]