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nucingen.bsky.social
@nucingen.bsky.social
Defense, Energy & Monetary Policy
Reposted
To summarize: the guys on the top right corner want to control the way Generali (G) is run. It didn't work the 1st time so they took a big stake in Mediobanca so that MB "instructs" Generali. It didn't work, so they bought a big stake in Monte so that Monte buys MB etc
January 24, 2025 at 8:13 AM
Reposted
Scaling up electrification should be part of the EU’s growth strategy, with a double dividend: lowering CO2 emissions and reducing the income transfer to the rest of the world which importing fossil fuel entails- notably to the US. 4/4. See the full weekly note here: www.axa-im.com/investment-i...
Electrify Europe
www.axa-im.com
November 25, 2024 at 6:13 PM