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Husqvarna: A fresh strategy required

Shares of the Swedish company Husqvarna plunged 6% last Tuesday following the release of its third-quarter results. Year-to-date, the stock has declined approximately 26%, and from its Covid-era peak in 2021, the stock has lost two-thirds of its value. Husqvarna is one of the oldest companies in the world, with a history spanning nearly 330 years. The company is named after the ...

Key Insights from Nocturne Event on Market Opportunities in the Nordics for the Energy Transition

On Tuesday, December 10th, Ortelius attended the Nocturne co-hosted by Sirris and the Agoria Energy Technology Club, which focused on "Market Opportunities in the Nordics for the Energy Transition." The event provided a deep dive into energy transition opportunities in the Nordics and the Baltic Sea, specifically examining the emerging potential for supplying critical metals an ...

From Slowdown to Takeoff: The IPO Buzz of 2024 and What's Next for 2025

In my January 2024 blog post, I highlighted the IPO market's turbulent journey through 2023, marked by a sharp slowdown and cautious optimism for a 2024 revival. Now, as the year draws to a close, we stand at a pivotal moment to reflect on how the market unfolded - its unexpected twists, standout listings, and the companies that made their public debut. More importantly, it’s t ...

Why scientific understanding is key to tackling climate-related market inefficiencies

Market failure means the market fails to maximize societal welfare due to the inefficient allocation of goods and services. This can result from insufficient or a complete lack of information. Many argue that climate change is one of the most significant representations of market failure, driven by the misalignment of market incentives with societal and environmental costs. But ...

Fiery Flash: Marvell Technology

Marvell Technology's stock has shown remarkable momentum in 2024. Particularly over the past week, the company has demonstrated significant progress, making it a noteworthy player in our Fiery Flash segment. Since the beginning of the year, Marvell's stock price has surged by an impressive 88%, with an additional 26% increase just last week. Before exploring the catalysts behin ...

#MacroFriday: Sentiment among investors in US stocks is extremely high

A record-high 56.4% of consumers expect stock prices to increase in the year ahead, while only 21.3% anticipate a decline. Investors have reasons to believe the positive momentum in US equity markets could continue. The pro-business and investor-friendly President Trump inherits a Goldilocks economy characterized by solid economic growth, inflation moving toward its target, and ...

Climate Funds in a Changing Political Landscape

The recent election results in the United States, which led to a Republican majority and the re-election of Donald Trump, have caused significant shifts in markets, particularly in sectors tied to sustainability and the energy transition. Not least because Trump has been quite vocal and negative in his stance towards renewables. Investors in climate funds faced mixed signals: a ...

Bridging the Climate Adaptation Gap: A Shortfall in Climate Finance

At the recent COP summit in Azerbaijan, world leaders pledged $300 billion for climate finance in developing countries, a figure that falls short of the estimated $1.3 trillion needed annually for climate mitigation and adaptation, according to economists. Additionally, this $300 billion pledge could lose about 20% of its value by 2035 due to inflation – a critical oversight, a ...

#MacroFriday: Trump sets the scene for his presidency

No, I had not planned to write about Trump this week, but his remarks on Monday left me with little choice. Even before taking office, he’s already pointing fingers at the United States’ key external suppliers of goods. On Monday, Trump announced plans to impose a 25% tariff on all imports from Mexico and Canada, along with an additional 10% tariff on Chinese products, effect ...

Report from Research Trip to India

India is a country of sharp contrasts. It has been over 30 years since we first visited the country, and with every visit, India continues to surprise us. Econopolis recently traveled to Mumbai and its surroundings to assess the situation on the ground. We spoke with around thirty companies, consultants, investors, policymakers, and local analysts, and we now take stock of the ...