A Durian Discount For a Baby?

On the day the Chinese government announced that families would be able to have 3 children instead of two, many childcare/fertility related stocks jumped in hopes of a higher birthrate. If only it were that easy. The hangover of many years of one-child policies linger in the ultra competitiveness of Chinese parenting, leading to a social malaise known as involution.

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Sustainable investment in Switzerland

The fourth Swiss Sustainable Investment Market Study, jointly prepared by Swiss Sustainable Finance (SSF) and the Center for Sustainable Finance and Private Wealth at the University of Zurich, was released this week. The aim of this study is to give an in-depth overview into the dynamics of sustainable investments in Switzerland, pointing out the new trends and identifying where challenges and opportunities may lie ahead for investors.

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Financer le futur après la pandémie

Cette chronique de Jean Keller est parue dans Le Temps du 14 juin 2021. Lire l’article en PDF.

Après avoir dépensé sans compter pendant la pandémie pour soutenir leur économie, les États occidentaux vont désormais devoir réduire leur endettement, au moment même où ils devront consentir d’énormes investissements pour mener à bien leur transition énergétique. Heureusement, le financement privé des infrastructures permet de résoudre ce casse-tête. Mais si cette solution est bien éprouvée en Europe, elle est encore mal perçue en Suisse.

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Longer Lifespans: Made in China

When Beigene IPO’d 2016, when it was the first truly innovative Chinese biopharma company to IPO with both a distinguished management and an enviable investor base; the prestigious Baker Brothers as the cornerstone was the lynchpin of the investment case. It could have the best-in-class BTK molecule, fund managers pitched, and potentially have the first-in-class PD-1 molecule drug for the China market.

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