Cheaper prices ahead in France

If pondering allocating capital to the broader French equity market, I’d wait for a much low entry point in #France‘s CAC-40 Index.

So far, none of this week’s political news is close to resembling the sound of the cannons.

December 5, 2024

rob@karriasset.com.au

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Reading between the nuclear lines

“Russia produces about 35% of the world’s enriched uranium for reactors, about twice as much as the No. 2 provider, and supplies about 20% of the U.S. industry.”

https://www.bloomberg.com/news/articles/2022-03-03/russian-sanctions-pose-risks-to-u-s-nuclear-power-industry?sref=qLOW1ygh

In dollar terms, South Korea, France, China, Sweden and the United Kingdom are amongst the larger importers of U-235 enriched uranium plutonium compounds.

France derives 70% of its electricity via nuclear power.

Can you see why Macron is ‘staying in touch’ with Putin prior and during the Russian/Ukraine war?

March 3, 2022

by Rob Zdravevski

rob@karriasset.com.au

#variables