Providing investors with a balanced perspective, Massif Capital

Massif Capital Research

Research focused on providing investors with a balanced perspective on the environmental and economic realities of achieving a carbon-neutral economy for businesses within the Energy, Basic Materials and Industrial industries

Providing investors with a balanced perspective

Real Asset Chartbook Week #7: How Much Further Do We Have to Go? This Move Seems a Bit Ridiculous.

Real Asset Chartbook Week #5: The Levitation Continues

Real Asset Chartbook Week #4: Still Interesting

Real Asset Chartbook Week #3: Continued Volatility

Massif Capital

Research focused on providing investors with a balanced perspective on the environmental and economic realities of achieving a carbon-neutral economy for businesses within the Energy, Basic Materials and Industrial industries.

The Massif Capital Real Asset Strategy is a global long/short equity strategy built around bottom-up stock picking. We are focused on creating a portfolio of businesses from within the Energy, Basic Materials and Industrial sectors that balance the environmental and economic realities of achieving a carbon-neutral economy.

Cross Asset Strategy

China & United states / Cross Asset Strategy

<ul><li>US foreign direct investment (FDI) is shifting away from China and Hong Kong towards countries like Mexico, India, and major European nations due to geopolitical concerns.</li><li>US multinationals are also showing early signs of reshoring and localizing supply chains in high-tech and advanced manufacturing sectors. Overall, these changes indicate a response to geopolitical tensions, although the process may take time to fully develop.</li><li>The Techno-Industrial Policy Playbook discusses the need for effective policies to support U.S. industries in adapting to changing technologies. </li></ul>

US foreign direct investment (FDI) is shifting away from China and Hong Kong towards countries like Mexico, India, and major European nations due to geopolitical concerns.US multinationals are also showing early signs of reshoring and localizing supply chains in high-tech and advanced manufacturing sectors. Overall, these changes indicate a response to geopolitical tensions, although the process may take time to fully develop.The Techno-Industrial Policy Playbook discusses the need for effective policies to support U.S. industries in adapting to changing technologies. 

リアルアセットチャートブック第6週：私たちの視点から見た穏やかな週

China & United States

リアルアセットチャートブック第6週：私たちの視点から見た穏やかな週