Publications

Investment News – 20 April 2020
Investment News – 20 April 2020

The Semdex Index lost 3.95% last week. UNITED DOCKS LTD was the best performer, with an increase of 12.79%, while the worst performer was CIEL LTD with a loss of 14.14% The Euro Stoxx 50 Index lost 0.16%, closing at 2’888.30. DANONE was the best performing stock, increasing 8.57%, while BANCO BILBAO VIZCAYA ARGENTA had […]

Investment News – 13 April 2020
Investment News – 13 April 2020

The Semdex Index gained 16.07% last week. NEW MAURITIUS HOTELS LTD was the best performer, with an increase of 44.56%, while the worst performer was PLASTIC INDUSTRY (MTIUS) LTD with a loss of 5.07% The Euro Stoxx 50 Index gained 8.63%, closing at 2’892.79. SAFRAN SA was the best performing stock, increasing 26.35%, while ENI […]

Quarterly investment review
Quarterly investment review

RETROSPECTIVE Economic data starting to indicate the gravity The coronavirus outbreak which began in China but has since spread to encompass over 140 countries worldwide continues to wreak havoc in the global economy, and looks set to continue to do so for some time to come. There remains a great deal of uncertainty regarding the […]

Investment News – 06 April 2020
Investment News – 06 April 2020

The Stock Exchange of Mauritius did not operate last week and trading activities are expected to resume on the 06.04.2020. The Euro Stoxx 50 Index lost 2.41%, closing at 2’662.99. ENI SPA was the best performing stock, increasing 13.48%, while SAFRAN SA had the biggest decline, dropping 27.59%. The index is down 28.89% so far […]

Investment News – 30 March 2020
Investment News – 30 March 2020

The Stock Exchange of Mauritius did not operate last week and will maintain suspension of its trading activities till 2nd April in line with the national lockdown. The Euro Stoxx 50 Index gained 7.07%, closing at 2’728.65. SAFRAN SA was the best performing stock, increasing 31.42%, while ESSILORLUXOTTICA had the biggest decline, dropping 7.03%. The […]

Investment News – 23 March 2020
Investment News – 23 March 2020

The Semdex Index lost 16.66% last week. Almost all securities composing the index fell, with NEW MAURITIUS HOTELS LTD being the worst performer with a loss of 40%. The Euro Stoxx 50 Index lost 1.45%, closing at 2’548.50. ORANGE was the best performing stock, increasing 15.89%, while SAFRAN SA had the biggest decline, dropping 21.45%. […]

Investment News – 16 March 2020
Investment News – 16 March 2020

The Semdex Index lost 7.97% last week. SUN LIMITED-CL A was the best performer, with an increase of 7.69%, while the worst performer was MCB GROUP LTD with a loss of 14.76%. The Euro Stoxx 50 Index lost 19.99%, closing at 2’586.02. All the 50 securities composing the index fell. ENI SPA recorded the biggest […]

Investment News – 09 March 2020
Investment News – 09 March 2020

The Semdex Index lost 5.92% last week. NATIONAL INVESTMENT TRUST was the best performer, with an increase of 4.84%, while the worst performer was LUX ISLAND RESORTS LTD with a loss of 20%. The Euro Stoxx 50 Index lost 2.93%, closing at 3’232.07. KONINKLIJKE AHOLD DELHAIZE N was the best performing stock, increasing 6.87%, while […]

Investment News – 02 March 2020
Investment News – 02 March 2020

The Semdex Index lost 2.20% last week. CAUDAN DEVELOPMENT was the best performer, with an increase of 1.80%, while the worst performer was SUN LIMITED-CL A with a loss of 17.41%. The Euro Stoxx 50 Index lost 12.39%, closing at 3’329.49. All the 50 securities composing the index fell. ANHEUSER-BUSCH INBEV SA/NV recorded the biggest […]

Monthly investment review
Monthly investment review

STRATEGY AND MACRO Asset Allocation A tidal wave of global liquidity A trade truce, finally End of deflation scare Low odds of a global recession in H1 2020 QE4 maybe. But not for sure… The world has become growingly complex in the past couple of years. Therefore, mega-trends deserve particular scrutiny. They will, one day, […]