PLEION Investment Adviser - Gestion De Fortune

Category: Publications

Investment News – 25 November 2019

  The Semdex Index lost 0.37% last week. VIVO ENERGY MAURITIUS LTD was the best performer, with an increase of 3.26%, while the worst performer was MAURITIUS OIL REFINERIES LTD with a loss of 4.30%. The Euro Stoxx 50 Index lost 0.65% to 3’687.32. DAIMLER AG was the best performing stock, increasing 2.66%, while VOLKSWAGEN […]

Monthly investment review

Strategy and Macro Asset Allocation Embedded political chaos Macro fatigue A transitory of window low volatility Currency developments as a swing factor Bonds essentially expensive, but scarce Equities relatively attractive, but fragile   Fundamentals remain about adequate, not more. Liquidity provision and forward guidance by central banks remain the key supportive factor. The disconnect between […]

Investment News – 18 November 2019

The Semdex Index gained 0.80% last week. UNITED DOCKS LTD was the best performer, with an increase of 7.14%, while the worst performer was MAURITIUS CHEMICAL & FERT IN with a loss of 8.33%. The Euro Stoxx 50 Index gained 0.32% to reach 3’711.61. KERING was the best performing stock, increasing 5.04%, while DAIMLER AG […]

Investment News – 11 November 2019

The Semdex Index gained 0.31% last week. AIR MAURITIUS LTD was the best performer, with an increase of 3.61%, while the worst performer was UNITED DOCKS LTD with a loss of 6.04%. The Euro Stoxx 50 Index gained 2.09% to reach 3’699.65. SOCIETE GENERALE SA was the best performing stock, increasing 9.78%, while ENGIE had […]

Investment News – 05 November 2019

The Semdex Index lost 0.06% last week. OMNICANE LTD was the best performer, with an increase of 2.88%, while the worst performer was MAURITIUS CHEMICAL & FERT IN with a loss of 6.25%. The Euro Stoxx 50 Index lost 0.03% to 3’623.74. FRESENIUS SE & CO KGAA was the best performing stock, increasing 9.98%, while […]

Investment News – 28 October 2019

The Semdex Index gained 0.30% last week. MAURITIAN EAGLE INSURANCE CO was the best performer, with an increase of 9.09%, while the worst performer was OMNICANE LTD with a loss of 3.35%. The Euro Stoxx 50 Index gained 1.26% to reach 3’624.68. KERING was the best performing stock, increasing 9.44%, while NOKIA OYJ had the […]

Investment News – 21 October 2019

The Semdex Index lost 1.01% last week. TERRA MAURICIA LTD was the best performer, with an increase of 4.27%, while the worst performer was MAURITIAN EAGLE INSURANCE CO with a loss of 5.30%. The Euro Stoxx 50 Index gained 0.27% to reach 3’579.41. VOLKSWAGEN AG-PREF was the best performing stock, increasing 4.85%, while DANONE had […]

Investment News – 14 October 2019

The Semdex Index gained 0.72% last week. PHOENIX BEVERAGES LTD was the best performer, with an increase of 15.38%, while the worst performer was NEW MAURITIUS HOTELS LTD with a loss of 5.38%. The Euro Stoxx 50 Index gained 3.57% to reach 3’569.92. SAP SE was the best performing stock, increasing 10.34%, while KONINKLIJKE PHILIPS […]

Quarterly Investment Review

Retrospective Resilient financial markets The global macroeconomic and political context deteriorated further over summer. Some of the downside risks have materialised, especially the decision by the Trump administration to intensify the trade war with China, after announcing its intention to hit the remaining USD 300 billion of imports from China with 10% tariffs. After this […]