Speculative advice

The infrastructure sector in Europe could see an increase in orders due to the political will to revive economies and inflation.

The decline of shares in the pharmaceutical sector can be explained by the pressure on prices of existing drugs and the difficulty in finding new molecules for the therapies of tomorrow. However, the decline of certain stocks is exaggerated. In Switzerland, while Novartis has problems of its own, one must recognize that Roche is doing better,

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