Auquan

Latest — Mar 27, 2023

Auquan has launched a LinkedIn Newsletter: Portfolio Intelligence Daily

Hello friends. We've moved our insights blog over to a LinkedIn newsletter (Portfolio Intelligence Daily). We’d love for you to join us there and subscribe! Each morning we summarise three investment risks bubbling under the surface — along with unrealized, under-the-radar investment ideas — quite similar to the kind of content

More issues

Auquan’s Weekly Wrap | 13th-17th March: What you might have missed

Three key themes Auquan customers were tracking this week. US Regional Bank Outflows & SVB Contagion risk The underlying driver for SVB collapse is the startup funding drought, married with the Fed’s policy of raising rates. There are fears of wide-spreading contagion among other regional banks after Signature Bank collapsed,

Auquan’s Daily Wrap | 16th March: What you might have missed

African Swine Fever Outbreak African swine fever has had a surge in pig farms in China, with other countries, such as Germany, also reporting cases of the disease. This has had major financial impacts on companies involved in the pork industry, including Smithfield Foods and WH Group. In addition, Brazil

Auquan’s Daily Wrap | 15th March: What you might have missed

Weight Loss Drugs Side Effects In recent years, weight loss drugs have become increasingly popular. However, experts are now raising concerns about the potential side effects of these drugs, with some studies linking them to serious illnesses such as heart disease and cancer. * Experts have raised concerns about the potential

Auquan’s Daily Wrap | 14th March: What you might have missed

Wind Energy Industry The wind energy industry has seen both growth and challenges since February 2023. The industry is expanding with new projects and initiatives while facing opposition and labour shortages. * Despite criticism over whale casualties, New Jersey is pushing for more offshore wind farms. * There is a shortage of

Auquan’s Weekly Wrap | 6th-10th March: What you might have missed

Three key themes Auquan customers were tracking this week. U.S. Solar Imports from China Grow Amid Forced Labour Concerns The U.S. continues to struggle to wean itself from Chinese solar power, with imports from China growing to help alleviate gridlock. This trend is occurring amid ongoing concerns about

Auquan’s Daily Wrap | 9th March: What you might have missed

Samsung Electronics may face both supply disruption and earnings decline in Q1

Auquan’s Daily Wrap | 8th March: What you might have missed

Italy Tightens Smoking Laws: Impact on Tobacco Companies Italy has proposed a nationwide smoking ban in open-air settings in addition to the already existing smoking ban in indoor public places. The proposal has caused concern among tobacco companies, leading to tensions among Italian ministers. * Philip Morris International, R. J. Reynolds

Auquan’s Daily Wrap | 7th March: What you might have missed

U.S. Solar Imports from China Grow Amid Forced Labour Concerns The U.S. continues to struggle to wean itself from Chinese solar power, with imports from China growing to help alleviate gridlock. This trend is occurring amid ongoing concerns about forced labour and slavery in the production of solar

Auquan’s Daily Wrap | 6th March: What you might have missed

Three key themes Auquan customers are tracking today.