European shares propped up by gains in Credit Agricole, Glencore "Overall it's been a good quarter for them. It looks like they have enough capital and the new ownership structure should be clearer and less convoluted than before," said Clairinvest fund manager Ion-Marc Valahu, who added that he had recently bought into the euro zone [...]
Meanwhile, Citywire + rated Ion-Marc Valahu, who runs the Clairinvest Cosmopolitan Global fund, said he sold his holdings in the car producers at the end of last year but the recent developments could potentially present an opportunity to buy on weakness. Lien vers l'article, cliquez ici. By Dalvinder Kular 15 Jan, 2016 Car shares in [...]
"It's hard to believe that VW would have been the only one to have rigged emissions testing," said Clairinvest fund manager Ion-Marc Valahu. "I sold out of European car stocks at the end of last year and the beginning of this month after they had rallied, and I am not planning to get back into [...]
“The impact baffles me -- people can get very crazy and it can get very bad,” Ion-Marc Valahu, co-founder and fund manager at Clairinvest in Geneva. “So far earnings have been pretty good and we have two major banks today and we’ll see if that can turn the picture around. Oil needs to find a [...]
(BN) Nimbler Swiss Mid Caps Outpace Giants as UBS Wealth Says Bu y (1) “Unless you are exporting your goods outside Europe, you aren’t doing that bad,” said Ion-Marc Valahu, co-founder and fund manager at Clairinvest in Geneva. “Mid caps depend more on the local economy, and the economy in Switzerland isn’t doing so poorly. [...]
"Solar prices have plummeted and there's no incentive in buying a Tesla when the oil price is so cheap," said Clairinvest fund manager Ion-Marc Valahu. REFILE-Short sellers swim against climate change tide * Record short interest levels at some solar firms -Markit * Low oil prices have put pressure on the sector By Sudip Kar-Gupta [...]
