Analysis: Must Read

Opinion: Sectoral customs duties and inflation control are compatible

Faced with the influx of Chinese and Asian products initially intended for the US market, the imposition of tariffs on sensitive or vulnerable strategic sectors is becoming essential to protect...

Huawei, Nvidia's Chinese nightmare

Huawei GPUs are gaining ground in China and could soon relegate Nvidia to second place. A worst-case scenario seems to be unfolding for the Santa Clara-based company.

Toasters, alarm clocks, game consoles… Here's how China has invaded American homes.

The New York Times published a very informative article after reviewing detailed US import data. This aimed to show which everyday products will inevitably become more expensive due to the tariffs...

Corporate results reassure investors

Highly anticipated in a period of great uncertainty, Q1 results have so far been reassuring and contributed to the rebound in indices last week. Nevertheless, some companies are sending more worrying...

Mediobanca relaunches banking battle with bid for Banca Generali

Mediobanca fought back on Monday in its battle to preserve its independence by announcing a ?6.3bn bid to buy private bank Banca Generali. The deal would be financed by using its stake in insurer...

DoorDash set to acquire Deliveroo for £2.7bn.

British meal delivery specialist Deliveroo announced on Friday that it had received a takeover bid from US company DoorDash. Dated April 5, the proposal values Deliveroo at £2.7bn, or about $3.6bn.

Can the dollar lose its status?

With the dollar in sharp decline since the beginning of the year, some observers are questioning the sustainability of its status as the global reserve currency. While reducing exposure to US assets...

Trade war: the US capitulates first

While Donald Trump had adopted a firm stance toward China since the beginning of his term, and even more so since early April, the US president was ultimately forced to change his strategy.

Offshore wind power: after the gusts, any wind left in the sails?

The stockmarket carnage continues for offshore wind players, with Orsted, the largest offshore wind turbine manufacturer the most exposed company. Since the end of 2020, winds have stopped blowing in...

Europe wants to be diplomatic with Apple and Meta.

After a long wait, the European Union has announced its first fines under the DMA. After several delays, it comes as no surprise that the EU is taking a lenient approach with Meta and Apple.

BNP Paribas leads the way for European banks

The earnings season continues with a heavyweight: BNP Paribas. The eurozone's leading asset manager sets the tone. In light of its publication, one thing is clear: despite a more uncertain...

Trade war: the US capitulates first

While Donald Trump had adopted a firm stance towards China since the beginning of his term, and even more so since early April, the US president was ultimately forced to change his strategy.

Porsche loses ground in China as local electric vehicles flood the market

Foreign automakers are facing an uphill challenge at this year's Shanghai Auto Show: winning back Chinese consumers as their domestic rivals roll out sleek, affordable, and technologically advanced...

ASOS struts forward despite tariffs

British online fashion retailer ASOS has reported half-year earnings that exceeded expectations, projecting further growth in 2025. The company is also prepared to adjust its sourcing and distribution...

Offshore wind power: What remains of its former glory?

Stockmarket carnage continues for offshore wind players. The most exposed, in more ways than one, is Orsted, the largest offshore wind turbine manufacturer. Since the end of 2020, the wind has stopped...

Automotive: sales up 2.8% in Europe in March thanks to electric vehicles

New car sales in Europe rose 2.8% in March, driven by a surge in registrations in the United Kingdom and Spain, according to data released Thursday by the European Automobile Manufacturers'...

Trump may backtrack on some auto tariffs (FT)

According to the Financial Times, which cites two sources close to the matter, US President Donald Trump is considering exempting car manufacturers from certain customs duties. This decision would...

The $4bn Bid for Kimberly-Clark's Tissue Business

In the industry of tissues, three giants are vying for a $4 billion prize. Southeast Asia's Royal Golden Eagle, Asia Pulp & Paper Co, and Brazil's Suzano SA are the final contenders in the race to...

Boeing results: investors relieved

Investors were eagerly awaiting Boeing's quarterly results. After several turbulent months, the aircraft manufacturer had an opportunity to send a positive signal. The figures published were...