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That EV sales are slowing doesn’t mean EV is over

Some carmakers temporarily suspended production, others dropped their planned investments in new capacity, or announced list price cuts. Inventories are piling up, to such an extent that recent press article read something like “EVs were supposed to be the solution, but they are now turning out to be the problem”. Was all this just another…

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Treat the roots, not just the symptoms

Japan has been lagging significantly on women’s empowerment compared to other countries. While this may need to evolve, we are skeptical about certain drastic positions on this topic, which we feel are not more suitable there than anywhere else. Japan plans to set a new requirement for companies to be listed on the TSE’s Prime…

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Is it just me, or is it weird ?

I spent a few hours this week reading a wonderful, mind-boggling piece of literature called “Commission Delegated Regulation (EU) 2021/2268 of 6 September 2021 amending the regulatory technical standards laid down in Commission Delegated Regulation (EU) 2017/653”. Given that the asset management industry has less than four months left to adjust to the new KID…

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Another unexpected side effect of the pandemic

The rise in raw materials prices, freight and shipping rates, labor costs all are well documented effects of the disruptions caused by the pandemic. However, another less commented factor is also weighing on companies’ margins: a higher shrink. What retailers generally refer to as “shrink” includes multiple events, ranging from product damages to sell-by date…

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