Publications

Investment News – 22 June 2020
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
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
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 […]

Investment News – 1 June 2020
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 […]

Investment News – 25May 2020
Investment News – 25May 2020

The Semdex Index was up 0.61% last week. MCB GROUP LTD was the best performer, with an increase of 5.57%, while the worst performer was ROGERS AND CO LTD with a loss of 12.61%. The Euro Stoxx 50 Index gained 4.86%, closing at 2’905.47. AMADEUS IT GROUP SA was the best performing stock, increasing 24.19%, […]

Investment News – 18 May 2020
Investment News – 18 May 2020

The Semdex Index was flat last week. MAURITIUS DEV INVEST TRUST was the best performer, with an increase of 6.00%, while the worst performer was SUN LIMITED-CL A with a loss of 13.24% The Euro Stoxx 50 Index dropped 4.73%, closing at 2’770.70. DEUTSCHE POST AG-REG was the best performing stock, increasing 0.45%, while AMADEUS […]

Investment News – 11 May 2020
Investment News – 11 May 2020

The Semdex Index gained 2.01% last week. CIM FINANCIAL SERVICES LTD was the best performer, with an increase of 10.74%, while the worst performer was BLUELIFE LTD with a loss of 8.97% The Euro Stoxx 50 Index dropped 0.68%, closing at 2’908.11. DEUTSCHE BOERSE AG was the best performing stock, increasing 4.80%, while BANCO BILBAO […]

Monthly investment review
Monthly investment review

STRATEGY AND MACRO   Asset Allocation A global framework still very unstable… … where, worst case is avoided, for now But prepare for delicate U-shape pattern ahead Maintain an ¨off-road¨ vehicle investment approach Expect further volatility and rapid rotations   Macro perspectives Storm-riders The World’s perspectives are particularly opaque. The sanitary crisis remains a unique […]

Investment News – 04 May 2020
Investment News – 04 May 2020

The Semdex Index lost 4.00% last week. GAMMA CIVIC LTD was the best performer, with an increase of 7.49%, while the worst performer was SBM HOLDINGS LTD with a loss of 14.77% The Euro Stoxx 50 Index gained 4.23%, closing at 2’927.93. BANCO BILBAO VIZCAYA ARGENTA was the best performing stock, increasing 15.19%, while KONINKLIJKE […]

Investment News – 27 April 2020
Investment News – 27 April 2020

The Semdex Index lost 6.46% last week. ALTEO LTD was the best performer, with an increase of 2.96%, while the worst performer was NEW MAURITIUS HOTELS LTD with a loss of 16.10%. The Euro Stoxx 50 Index lost 2.74%, closing at 2’809.07. KONINKLIJKE PHILIPS NV was the best performing stock, increasing 6.14%, while KERING had […]