by Nikhil Kumar | Jul 18, 2025 | Uncategorized
Tax Overlays Hit Tech Titans The newly endorsed 15% global minimum corporate tax regime (Pillar Two) is reshaping investor expectations across the tech sector. While designed to ensure large multinationals pay at least 15% tax on their international profits, the U.S....
by Nikhil Kumar | Jul 18, 2025 | Uncategorized
Luxury Hits a Wall in Asia Europe’s flagship luxury brands—LVMH and Kering—are showing cracks in what was once considered an inflation-proof, recession-resistant segment. The slowdown in China’s post-COVID rebound, combined with shifting consumer behavior, has led to...
by Nikhil Kumar | Jul 13, 2025 | Uncategorized
Why KKR & Apollo Just Got a Multi-Billion Dollar Tailwind In a stunning yet under-reported outcome of the “One Big Beautiful Bill” (OBBB), U.S. lawmakers have preserved the controversial carried interest loophole, delivering a windfall to private equity giants....
by Alexandre Deballe | Jul 8, 2025 | Uncategorized
The World Today: A New Era of Global Tension To understand today’s investment opportunities, it is first essential to look at what is happening in the world. Right now, we are living through a period of historic geopolitical tension. Indeed, the number of active...
by Alexandre Deballe | Jul 7, 2025 | Uncategorized
Company: ONE EXPERIENCE Industry: Real Estate & Technology Ticker: ALEXP (Euronext Growth Paris) Sub-Industry: Hospitality, Co-Living, Blockchain Tokenization Introduction: Finding Stability in an Uncertain Market This ONE EXPERIENCE stock analysis comes at a very...
by Alexandre Deballe | Jul 4, 2025 | Uncategorized
Company: ACM Research, Inc. Industry: Technology Ticker: ACMR Sub-Industry: Semiconductor Equipment Introduction: Why This ACMR Stock Analysis is Important Now This ACMR stock analysis looks into an interesting investment story that combines fast technology growth...
