Monthly Asset Allocation Review: Market Status and Investment Strategies

The monthly asset allocation summary table reveals a stagnant situation, with worrying signals despite a slight improvement in Japanese stocks. As the cash share increases, the author prepares to find good deals during the sales, hoping for positive stock market dynamics in the coming weeks.

Monthly Asset Allocation Review: Market Status and Investment Strategies Read More »

State of the markets: monthly asset allocation strategies in turbulent times

The updated monthly asset allocation table reveals a worrying trend, with almost all signals pointing downwards, but Swiss equities showing some resilience. Alternative strategies remain cautious in the face of dissuasive valuations, while real estate is emerging as the only clearly defined investment position.

State of the markets: monthly asset allocation strategies in turbulent times Read More »

In-depth analysis of Otec Corp (1736:TYO): growth prospects and investment strategies

Discover the evolution of Otec, a Japanese company specializing in environmental pipes and equipment, whose valuation remains attractive despite financial performance that can still be improved. After having made a significant gain since my investment, I am wondering about the opportunity to strengthen my position in an uncertain market context.

In-depth analysis of Otec Corp (1736:TYO): growth prospects and investment strategies Read More »