Speculative advice

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,

This spring, the markets were in full panic mode and the mining stocks were at their bottom. Chinese overcapacities, decline in global demand, balance sheets with too much debt, all the arguments were good for the banks to recommend to their clients to sell their shares in this sector.

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  • Investors often distinguish between high growth companies ("growth stocks") and defensive companies ("value shares"). The purpose of this distinction is to take into account the expected future growth in the frame of the valuation of the share price. Indeed, this is the only realistic way to compare a growing company with a company whose business
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  • Intuitively, changes in company shares should follow changes in company profits. The more a company grows its profits, the greater the creation of shareholder value should be. However, interest rates and injections of liquidity by central banks have distorted this relationship between earnings and stock price development. Here are some examples of well-known values.
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  • Since the late 1970s and early 1980s, many developed countries have not experienced inflation. To the contrary, inflation rates have kept falling, dragging interest rates lower. Forty years of disinflation This phenomenon of "disinflation" can be explained by three factors. The first factor is the demographic trend marked by a drop in the number of
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