Must Read: Emerging Markets Have Been Ignored For Too Long

From the Magnificent Seven to the Magnificent Three
Managing Director and CIO Olivier de Béranger and Director Adrien Pommier of French asset manager LFDE expect Nvidia, TSMC and ASML to be the three pillars of the latest dominant ecosystem enabling the AI ​​revolution. These companies do not have to fear competition.

Reuniting with the 90s
The current economy increasingly recalls memories of the 1990s, a period of great prosperity and booming markets, until the dot-com bubble burst in 2000.

A wave of layoffs in the gaming industry
They say that the gaming market is a huge growth market, right? RTL Z Report.

“Emerging markets have been ignored for too long”
“At the beginning of 2023, emerging markets managed to rise against all expectations, despite the Fed rate hikes and the US Treasury sell-off. Given the extremely difficult macroeconomic environment, it was clear that emerging markets would collapse. But The opposite happened.” Which Anuj Arora saidHead of Emerging Markets and Asia Pacific (EMAP) at JPMorgan Asset Management, during the International Asset Managers Media Summit in London last week.

Unilever will divest its ice cream division
The decision has been made. Shareholders are happy about that because the stock immediately jumped 5%. CNBC has the story.

Unilever is divesting its ice cream business, with brands such as Magnum and Ben & Jerry's https://t.co/RtX9AtDvGQ

– Business Insider Netherlands (BINederland) March 19, 2024

Journal titles are an obvious counterindicator
Oh dear, the big magazines come with bulls on the cover. great storyWhich gives 5 reasons to ignore magazine titles above all else.

Monetary policy is approaching a turning point

Trump's re-election constitutes a real scenario, with the potential consequences of a new wave of protectionist measures.
Despite the associated inflation risks, we expect the first interest rate cuts in the summer. #RaboResearchhttps://t.co/jiHPqETdrS

– RaboResearch (Dutch) (@RaboResearch_NL) March 14, 2024

The Bank of Japan rises and the yen falls

the #Scholarship Today: For the first time in 17 years, a bank #Japan This morning the interest rate was raised. In response to the interest rate hike, the Nikkei rose and the yen weakened. https://t.co/F992Y1i6qd

— ING Investment Office (@INGnl_IO) March 19, 2024

What makes a company a Warren Buffett stock?
What is the corporate DNA that Warren Buffett finds interesting for his investment company Berkshire Hathaway? Morning star Analytics What are the similarities between them in their genetic code.

Unpopular US presidents make investors happy

Modest approval ratings are excellent news for stock markets. Historically, “markets performed better when presidents were unpopular.”#BidenCurrent approval rate: 38.4%#Trump cardCurrent public approval rating: 42.6%
(Invesco chart) pic.twitter.com/3QsNHdK5Ra

– Jeroen Blokland (@jsblokland) March 18, 2024

Consumers declared ASN Bank the most sustainable bank for the fifth time
ASN Bank has been named the most sustainable bank in the Netherlands for the fifth time in seven years. This is clear from Sustainable Brand Index. The Volksbank brand also won the prestigious honorary title in 2018, 2019, 2021 and 2022.

The Planning Office is positive about Dutch climate policy
The proposed European climate target of reducing emissions by 90 percent by 2040 is likely to be achievable in the Netherlands. It is also a fair goal from an international perspective. Which He finishes The Dutch Environmental Assessment Agency in a new report