China

Infineon: Power semiconductor leader with strong structural drivers (AI power and China auto) amidst a cyclical recovery

Well diversified power semiconductor leader, coming out of a long downcycle riding many technological shifts + Western company benefiting the most from…

Jun 3 •

Kurita: Water services expert with improving margins and benefiting from reshoring of semiconductor production

A water treatment expert providing resilience, diversified growth, a margin uplift story thanks to higher value added services and potential upside from…

May 18 •

3 Themes and 30 Stocks for a Deglobalizing World

This Golden Age of Uncertainty is creating a once in a generation opportunity to build positions in companies and trends that will create long term…

Apr 12 •

Atlas Copco: The best industrials business in the world is on sale, extremely resilient and will benefit from US reshoring

Too cheap to ignore, extremely resilient despite its share price action linked to the semi market and will benefit from US/West reindustrialisation long…

Apr 5 •

How to play the tariff wars and deglobalization: resilience, sovereignty & reshoring, China

Three type of stocks to ride the Golden Age of Uncertainty

Apr 4 •

ASML: The most innovative company in the world will 2.5x its EPS by 2030

The benevolent monopoly

Mar 24 •

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