News

Investments

and Market forces

Offer and share the most relevant news to help you track and better understand current financial trends. Also find all the 6T team on LinkedIn to benefit from continuous information.

20.05.2023

Will AI save the Nasdaq ?

The Nasdaq100 Index is currently expensive on a Free Cash Flow basis (only 2.68% while Fed Fund rates are at 5.25%).

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20.05.2023

Nvidia reaches 1 trillion market cap

Nvidia's GPUs are extremely powerful, as are the Buzzwords the company uses to reach a 1 trillion market cap with less than 26 billions in sales for the last 12 months.

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08.03.2023

US Small Caps? No, thank you!

The risk/reward in US Small caps is not compelling at this level

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08.02.2023

China Reopening

MSCI China TR Index vs. S&P500 TR Index

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04.01.2023

China Reopening

Positive caralysts

1. Valuation remains cheap despite recent recovery

2. Investors have been significantly underweight China

 

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05.10.2022

Commodity prices to decline

A global recession will likely push the yoy change in commodity prices into negative territory as we enter 2023.

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07.09.2022

Euro IG yield exceeds Stoxx

For the first time since 2011, The yield in Euro IG has now topped the Stoxx 600 dividend yield.

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06.01.2021

US sanctions create investment opportunity

US sanctions create buying opportunity for Chinese & European investors.

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Focused on cheap, defensive Chinese stocks

Alexis Dawance discusses how investors should play the market amid positive U.S.-China trade news.

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Some European banks look ‘cheap’ right now, strategist says

Alexis Dawance says “there is some value” in the European banking sector.

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Where to put money in the renewables sector, according to one investor

Alexis Dawance speaks about investing in renewable energy.

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