"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 [...]
This month, Clairinvest is 5 years old ! And that is obviously thanks to you : be warmly thanked ! But 5 years old, it is also the recommended investment horizon and therefore the opportunity to appreciate - for the first time - the management of your portfolios on a relevant observation period, and that the objective is well and truly achieved [...]
(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 [...]
Ion-Marc Valahu is interviewed by Dukascopy TV - 12.11.2015 Access the full video by clicking on the image or here.
