Graphene Investments
If you are an economist monitoring dozens of indicators to assess Japan’s consumption, beware! You may soon lose your job, and this is not because of AI. Furikake is coming. Furikake is a Japanese inexpensive and tasty dry condiment. It typically consists of a mixture of seasoned dried fish, sesame seeds, chopped seaweed, freeze-dried salmon,…
read more
We often complain that things are evolving too slowly in Japan but, for once, we have to admit that an outdated regulation probably helped. Overseas media praised JAL’s crew for pulling all 367 passengers safely off a burning jet after a collision with a Coast Guard plane at Tokyo’s Haneda Airport in early January. Soon…
read more
Every year, I am amazed by the way the Black Friday concept has been transposed to France, with retailers obviously missing part of the story. No big deal for me, since we specialize in US and Japanese equities, but yet, I welcome any views that might help me understand French retailers’ approach… On Friday, November…
read more
For decades, Japan has been a key supplier of sensors, robots and other automation solutions, which corporations throughout the world use to increase their productivity. Yet, a recent article in the Yomiuri Shimbun, one of the country’s five major newspapers, stressed that Japan’s labor productivity ranked 27th among the 38 OECD countries in 2021. The…
read more
A few days ago, the European parliament voted to ban the sale of new combustion-engine vehicles from 2035 onwards. Beyond its disputable benefits and its unrealistic objectives, this decision is a perfect illustration of why other regions, including the USA, are poised to keep winning the race to innovation. Admittedly, 2035 is not tomorrow. Given…
read more
During the G7’s June meeting in Corwall, the US Administration submitted the principle of a universal minimum corporate tax rate, which met great support throughout the least financially-disciplined countries. Here is our quick take about this measure. What is it? Without getting into details, the idea is to make all countries agree for corporate profits…
read more
The White House has been pushing towards raising the federal minimum wage, which has not changed since 2009, from $7.25 to $15 per hour by 2025. Even though this measure was withdrawn from the latest stimulus package, it will probably come back and, as popular as it may be, we are not sure that its…
read more
It is funny to see how a virus changed the perception about Work-From-Home, even at those fancy Silicon Valley companies which, until recently, were praising open space offices. While WFH will certainly remain more common after the pandemic, it would be a mistake to assume that it will be an opportunity for companies to reduce…
read more
To make things clear, Graphene Investments does not have any ESG or SRI funds, as we feel rather uncomfortable committing to any of these labels as long as their rules are as unclear, twistable as they currently are. This does not prevent us from acting as ethically and responsibly as we can, and today, we…
read more
The CEO of a large asset manager in Europe recently said that ESG investment was a “wonderful growth opportunity for our industry”. Since I read the interview, I keep thinking about it, and wondering whether I missed something, because I can’t reconcile this statement with my own understanding of the business: Does ESG expand our…
read moreIMPORTANT INFORMATION / INFORMATION IMPORTANTE
This website is for information purposes only, and is not meant to be used for transactions. Information is provided only as an indication, and does not have any binding character. It contains descriptions of Graphene Investments’ philosophy and portfolio management methods. It is designed for investors whose knowledge and experience are sufficient to fully understand that information, and particularly the risks involved in the various strategies.
For this reason, you should not continue your navigation on this website if you are not a professional investor, as defined by applicable regulations, and particularly the French “Code Monétaire et Financier” and the MIF Directive. If necessary, please get confirmation of your status from an advisor of your choice. Please also note that some of Graphene Investments’ products and services may not be available to all types of investors in all countries, and that applicable taxes depend on each investor’s specific situation.
By selecting “Continue”, you certify that you are a professional investor and agree on the terms of use.
Ce site, à but strictement informatif, n’est pas un site transactionnel. Les informations y sont fournies à titre exclusivement indicatif, et n’ont pas de valeur contractuelle. Il présente la philosophie et les méthodes de gestion de Graphene Investments. Il s’adresse à des investisseurs possédant une connaissance et une expérience suffisantes pour interpréter correctement l’information fournie, et notamment les risques liés aux stratégies présentées.
Pour cette raison, nous vous invitons à ne poursuivre votre navigation sur ce site que si vous êtes un investisseur professionnel au sens de la réglementation en vigueur, et notamment des dispositions du Code Monétaire et Financier et de la Directive MIF. En cas de doute, il convient de vous renseigner préalablement auprès du conseiller de votre choix. L’accès aux produits et services proposés par Graphene Investments peut faire l’objet de restrictions à l’égard de certaines personnes ou de certains pays, et le traitement fiscal dépend de la situation de chacun.
En cliquant “Continuer”, vous certifiez être un investisseur professionnel et accepter les conditions d’utilisation.