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It is a basic psychological need to 'be good' and to receive praise, especially when effort is involved. This trend is further reinforced by regulators who formally define who is considered 'good.'
Recognized country winners obviously have stellar fundamental characteristics, but does the market see and admire it, too? We have compared each country winner with the relevant regional equity benchmark.
Since the Corona sell-off in March 2020, share prices worldwide have risen much faster than corporate profits. This is putting particular pressure …
As we exit the era of zero interest-rate policy, in which even the weakest companies could prosper, investors urge companies to focus more on profitability, cash flow generation and shareholders’ reward, rather than chasing growth at all costs.
Global stock markets had an extremely good start into the new year. However, since mid-February, there has been renewed nervousness. Volatility rose …
When Emotions Override Regulations Global Financial Crisis was a great lesson for all, but primarily for the players and regulators of the …
In March 2023 edition of the Research Insight video we examine two Quality companies from the same sector and the same country, …
Chronicles of 2022 and Beyond One of the major newsmakers in 2022 was Elon Musk and the saga of taking over Twitter, …
This time is different? During two days (26th and 27th of January 2023) Buzzfeed, an online media company, the stock rose 200% …
No question, it was a tough time in 2022 to keep nerves in calm mode watching the markets and the global economic …
2022 will go down in history as an extremely difficult year for equities. Above all, the extremely high volatilities at times will …
How can it be that a high-quality company such as Sika has lost more than 40% in 2022? Discussion with Jelena Daha, …
Energy is slaying it for the second consecutive yearr With 2022 being a gruesome year from every perspective – geopolitical, economic, as …
B2B | SEPTEMBER 2022 The current stock market sentiment is once again characterized by setbacks and scandals. But there are also companies …
COVID heritage and higher interest rates Raging global COVID-19 pandemic that the world lived through over last two years has now been …
Market volatility remained very high in the third quarter of 2022, with September ending on a rather pessimistic note in all regions. …
Powering the economy and your portfolio Can you guess which industry delivered the highest return over the last decade? Interestingly, it was …
SUMMARY With the White Paper dedicated to Japanese market originally published in October 2020, it is a better-than-ever time to refresh our …
Have we been here already? Discussing the long-lasting sell-off of the IT sector in the United States, market participants were looking up …