🌍 Message rapide à mes abonnés et copieurs eToro
Après avoir pris un peu de temps pendant les vacances scolaires, me voilà de retour en pleine forme.
Pendant ce temps, les marchés n’ont évidemment pas pris de pause. L’actualité reste intense : tensions au Moyen-Orient, menaces sur le détroit d’Ormuz,... Visa mer Översätt
🌍La bataille économique mondiale se joue désormais sur la population active
La vraie bataille économique mondiale ne se joue plus seulement sur le PIB ou la technologie. Elle se joue sur quelque chose de beaucoup plus structurel : la population active.
L’Inde dépasse depuis 2025 la Chine en nombre... Visa mer Översätt
📈 Semi-conducteurs : un début février 2026 encourageant
Contente de voir le secteur des semi-conducteurs retrouver l’intérêt des investisseurs, avec trois valeurs présentes dans mon portefeuille.
STMicroelectronics $STMPA.PA (STMicroelectronics NV)
Le titre bénéficie d’un regain d’optimisme autour... Visa mer Översätt
🇮🇳🤝🇪🇺 Accord Inde‑UE : quelles opportunités pour les constructeurs automobiles européens ? 🚗
Fin janvier 2026, l’Inde et l’Union européenne ont signé un accord de libre-échange visant à réduire fortement les droits de douane sur les voitures européennes. Ces droits, aujourd’hui très élevés, devraient... Visa mer Översätt
🚨Marchés sous tension : prudence avant tout
Depuis une dizaine de jours, l’ambiance sur les marchés a clairement changé. Les mouvements deviennent plus erratiques, la volatilité remonte partout et les signaux de stress se multiplient.
Les métaux sont redevenus très volatils.
La tech montre des signes... Visa mer Översätt
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