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30 May 2025
Dearer Funding Will Hurt
Japan is not alone. The $10y is up 60bp over the same period, the French 10y gained 70bp and the ...
23 May 2025
Telecoms Inch Higher
After the bust and boom related to the on-off tariff posturing of the US administration, Telcos are aim...
16 May 2025
Autos Dance To The Trump Tune While China Matters
By late January 2025, we predicted a storm for car shares. Indeed Trump’s tariffs helped to significa...
13 May 2025
What An India At War May Imply
At this stage, the consensus is that a full-fledged war between the two countries will be avoided, not...
02 May 2025
DEBT/EBITDA >4X
AlphaValue is of the opinion that FY 2025 will end up being painful.
25 April 2025
Novo's Messages to SAP
The reality of more competition has finally sunk in.
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