SebD @SebDjadja
Equity Portfolio Manager - 🇨🇳 🇮🇳 🇯🇵 🇰🇷 🇮🇩 🇧🇷 - Tweets own views, not advice. Paris Joined June 2009-
Tweets168
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Following603
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Likes2K
@NCheron_bourse Tencent 700HK…. the super AI app in china is coming!
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@TimmerFidelity margin level far above long term trend
@TimmerFidelity not a « PE » bubble… an « E » bubble !!!
@Lecoqsportif17 @NCheron_bourse rdv dans 3 ans ….
@GerardAraud Une « guerre illégale »…. !!! elle est légal la guerre ukraine/Russie ?? arrêtez de vivre dans le monde d’hier.
@Frenchie_ les chinois sont ils aussi présents dans game changer? Innolight, Eoptolink, Suzhou TFC ??
@JulietteJDI I made my choice: bght 10yr US bond at 4.05%… 😎
@JulietteJDI are we in a désinflation boom or burst ? not the same…. do i need to buy pricing power cies or 10yr bond ?
@NCheron_bourse à la baisse. l’informatique quantique arrivant…la sûreté pour detenir du bitcoin va s’effondrer.
secular bull market in Japan? Yes… 1Yr correlation Topix & JPYUSD back to positive!!!first time for 20 years #japan #JPY #TakaichiSanae @GregoireFavet @JulietteJDI
Make China Great Again! #EmergingMarkets #China #innovationleader @elonmusk
@NCheron_bourse les défensives ont rarement marché. il est préférable d’être en cash. c’est jamais bon quand l’or et le pétrole surperforment ensemble….
@BourseAsieFR oups… pas vu ! superbe. encore merci
@BourseAsieFR merci beaucoup pouv vos tweets. par contre, vous ne parlez jamais de sociétés chinoises comme Naura, Montage, WUS ou encore Innolight…
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成長株ハイライ... @Fwerierar243
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