Report
Quelles opportunités sur les marchés 3 jours de Bourse après les annonces de Donald Trump ?
Après deux jours de sell-off, les marchés ont stoppé leur chute lundi 7 avril aux Etats-Unis, stabilisant l’ensemble des places. Nous continuons de conseiller de protéger les portefeuilles en surpondérant Staples (Personal Care, Food) et certaines défensives (Telecoms). Le sell-off nous parait excessif sur les financières, banques comme assurances. Les pétrolières redeviennent davantage attractives.
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Oddo BHF
Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.
Thomas Zlowodzki
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