The Matrix: A Strategist's roving thoughts: Swiss Francs, Europe, Alibaba
Key Call: STILL people are not catching up and/or doing the work on KVP’s high conviction long DollarSwissy call, I know, I know, it’s downright...
467 Views
The IMF's Patience with the ECB Wears Thin
The updated World Economic Outlook reveals that the IMF is (rightly) fed up with the ECB’s timid approach to monetary policy. Monetary policy in...
507 Views
Never Trust A Swiss Central Banker
Post SNB surprise announcement yesterday - after leading the market on as recently as a few weeks ago on – the term “Never trust a Swiss central...
517 Views
Primer: Regeneron Pharmaceuticals (REGN UW) - Sep 2025
Regeneron's growth is propelled by the strong performance of its blockbuster drugs, Eylea and Dupixent, alongside a promising and extensive...
144 Views
Hansoh Pharmaceutical (3692 HK): Placing Shares to Fund R&D Amid Stellar 1H Performance
Hansoh Pharma is raising ~$500M for R&D of new drugs, with a focus on oncology and metabolic diseases. During 1H25, innovative drugs revenue...
778 Views