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How Social Distancing And Teleworking Will Strengthen The US Technology Sector

Technology plays a fundamental role in the new environment of “social distancing” and teleworking. And from the “day after” there will be cultural changes that will further enhance its development and make its value even more visible. So from an investor point of view, companies such as Netflix or Amazon, in particular, and the US technology sector in general, could act as a safe haven in the short term and emerge strengthened from this crisis.


alibaba

The Other Side Of Coronavirus: Deepens China’s E-Commerce Push

Tina Tian / Ke Tiang (Fidelity) | While the coronavirus threatens to put a dent in China’s overall growth, a boom has appeared in pockets of the online economy. Consumption that has typically happened offline is fast adopting an online mode, with activity from grocery sales and tutoring to healthcare and house hunting.


The UK's deregulation from the EU will take Boris Johnson initially longer to sell

The UK’s Deregulation From The EU Will Take Boris Johnson Initially Longer To Sell

The calm that preceded Boris Johnson’s electoral victory and the approval of Brexit is coming to an end and the gaps looking ahead raise the question “And now what?”. The UK PM faces the option of hooking up with existing EU standards, which will allow for greater trade; and regulatory autonomy, which gives the UK domestic control, but makes trade difficult. But the choice of one way or the other will have consequences.



recent central bank announcements may not be enough

With current inflation levels, recent central bank announcements are better than nothing, but may not be enough

Miguel Navascués | Central banks announcements are better than nothing, but may not be enough. In my opinion, the central message of Keynes is that, for those taking investment decisions, the future cannot be reduced to a risk calculus formula, because there is always a zone of uncertainty (by definition incalculable) which influences spending decisions: consumption, but, above all, productive investment.


Telefonica ever closer to selling its Central American subsidiary

High acceptance (72%) of Telefonica’s hybrid bonds

Renta 4 | Telefónica has announced the result of the repurchase of the 2 hybrid bonds which it issued on 5 March. The nominal aggregate value which Telefónica will accept to purchase the bonds has reached 934.7 million euros, of which 586.5 million euros corresponds to the bond with maturity in December 2019 and 348.2 million euros with maturity in March 2020.


Will MasMovil join the Ibex 35?

Will MasMovil Join The Ibex 35?

This Thursday, 7 March, the Technical Advisory Committee of the Ibex 35 (CAT in tits Spanish acronym) will hold its routine meeting. On this occasion, it could include MasMovil in the index. The company’s trade volume is far higher than that of other members of the index. Among them, from less to greater volume, Tecnicas Reunidas, Indra, Viscofan or Meliá.