Quarterly Review in Webinar Format
The beginning of the year was marked by the stress of the Silicon Valley Bank bankruptcy, the Credit Suisse debacle and the spectre of systemic risk.
Although these bankruptcies resulted in significant job losses, they did not cause major repercussions in the banking sector, testifying to its current stability.
However, a new area of concern is emerging: China. The country is facing major problems in its real estate sector, exacerbated by the shadow banking phenomenon, reminiscent of the subprime crisis. With the real estate market accounting for between 25% and 45% of China’s GDP and representing 80% of the wealth of the middle and upper classes, the risk of a disproportionate impact is palpable.
What is the outlook at this stage of the year? How can we assess the real financial performance of companies in the investment portfolio? Which indicators should we focus on to make the best decisions?
In this webinar on September 19, 2023, Julien Devaux, CIO of Alkimia, will review these developments and answer your questions.
In this webinar on September 19, 2023, Julien Devaux, CIO of Alkimia, will review these developments and answer your questions.
