3/12/2024 Equity What is in store for tech? Attractive opportunities can be found among the US and European cyclical tech stocks as well as within the Taiwanese and Korean semiconductor sectors.
9/05/2023 Economy & Markets Stress in US regional banks continues, while the Fed moves t... The Talks elaborates on the banking stress in US and the FOMC May meeting.
7/04/2023 Economy & Markets Potential Opportunities in the US Banking Sector The Talks elaborates on why the recent crisis in the banking sector is not a systemic one, and that there are select opportunities among banks.