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EUR 88.18 For Business Accounts Only

Le risque nord-coréen. Du déjà vu ? Vraiment ?

Lorsqu’on évoque la Corée du Nord auprès des investisseurs, c’est l’impression de « déjà vu » qui domine. On ne compte plus en effet les phases d’escalade verbale entre ce régime et la Communauté internationale. Bref, la courbe d’apprentissage de ces tensions est telle que les multiples provocations[1] de Kim Jong- un (essais nucléaires, tirs de missiles balistiques de portée inter continentale, test de Bombe H,…) au cours de ces dernières semaines se sont à peine fait sentir sur les marchés, y compris sur le won ou le Kospi. Le degré d’incertitudes sur la sécurité nationale est lui-même très faible aux États-Unis (voir annexe 1)...

 

 

Provider
LCV Research (Les Cahiers Verts de l'Économie)
LCV Research (Les Cahiers Verts de l'Économie)

​Founded in 1986, LCV Research is France’s leading independent research firm in macro-economics and investment strategy. The team is composed of five economists / strategists.

We offer a diverse range of research services aimed primarily at business leaders (LVMH, Marcel Dassault, PWC,...), bankers, investment funds managers (Fidelity, Carmignac Gestion), international bodies (B.I.S.) and market operators.

Already trusted by 210 clients in the world.

The strength of our research lies on 3 pillars :


TOTAL INDEPENDENCE

  • ​We do not sell anything but our research
  • ​We do not have any financial relationships with other companies


CONSISTENCY

  • ​Our research is carried out within a close team


TRANSPARENCY

  • ​We publish our « track record » twice a year



MAIN SERVICES


MACROECONOMICS

  • ​A monthly publication called Catallaxis, about 50 pages
  • ​Access to the part of the site reserved for Catallaxis subscribers (about 20 articles per year)


INVESTMENT STRATEGY

  • ​A monthly publication called Asset Allocation, about 80 to 90 pages
  • ​Access to the part of the site reserved for Asset Allocation subscribers. Includes weekly editorials (available in English), alerts, editorials and "charts of the month (about fifty documents per year)
  • ​Monthly tactical allocation document (dashboards, 15 pages)
  • ​Quarterly publication of macroeconomic developments and investment strategy for major emerging countries (about 100 pages) and asset classes (equities, debt, currencies)


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