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05 June 2023
Luxury Spending in China: Optimistic or Cautious?
Our luxury analyst, Jie ZHANG, recently returned from a trip to China, which has led us to adopt a ...
02 June 2023
AlphaValue Europea Equities Strategy Meeting: Key Takeaways
Are European earnings going to persist? Find out some other takeaways from AlphaValue's qu...
29 May 2023
BioNTech: New Initiation
We initiate coverage on BioNTech, a German biotech success story, with a BUY recommendation. It...
24 May 2023
Porsche SE: A Winning Stroke?
Is Porsche SE worth looking at? Find out in this article
11 May 2023
Schneider Electric: Tale Unchanged Despite Change of Guard
Schneider Electric's CEO Jean-Pascal Tricoire steps down, succeeded by Peter Herweck. The ...
04 May 2023
Kering Loses the Luxury Plot
Member of the ‘Khol’ quatuor, Kering seems to have lost the luxury plot. What is Kering doing to turn...
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