China

The AI Funding Race: How Global Savings Are Powering America’s Tech Boom

The restructuring of the global economy to finance the AI capital shortfall rests on recycling Asian savings, mobilizing new investors,…

2 days ago

Immobilier à l’horizon 2036, la transparence fiscale va rebattre les cartes de l’investissement

Le Pilier 2 de l’OCDE instaure un taux minimum mondial d’imposition de 15 % pour les groupes multinationaux, transposé en…

3 days ago

Rent gap, le signal clé pour anticiper la future rentification immobilière

Le "rent gap" (Smith, 1979) désigne l’écart entre la rente foncière capitalisée, correspondant au rendement économique actuel d’un site, et…

3 days ago

ScoreGex, plateforme algorithmique d’évaluation immobilière quantitative

ScoreGex.com est une plateforme algorithmique d'évaluation immobilière quantitative, déployée initialement sur le Pays de Gex (8 communes, Ain, France), à…

1 week ago

From speculative money to money that yields: the great RWA transformation of 2026-2035

No more "speculative NFTs": tokenized assets are becoming income generating instruments , rents, interest, coupons distributed via smart contracts. Analysis…

3 weeks ago

AI, semiconductors, robotics & biotech: the most capital-intensive investment cycle in history

AI capex has become an infrastructure cycle of utility-like scale , comparable to railroads or the electrical grid , with…

3 weeks ago

Smart cities, ESG taxonomy & carbon markets: extra-financial data is becoming measurable, therefore investable

Thesis ESG enters its accounting phase: the European taxonomy, CSRD and carbon markets are transforming extra,financial data into quantifiable data…

3 weeks ago

The Tokenized Rent Economy: How Blockchain Transforms Assets into Flows

For two decades, digital finance sold a promise of appreciation: buy an asset today to resell it for more tomorrow.…

3 weeks ago

L’analyse financière pour la structuration d’investissements en Smart Cities identifie trois instruments clés

L'analyse financière pour la structuration d'investissements en Smart Cities identifie trois instruments clés.|a| L'iShares Smart City Infrastructure UCITS ETF de…

3 weeks ago

ESG, green taxonomy, carbon: measurement becomes the market

Facts and structure. The European ESG taxonomy (CSRD + Green Taxonomy) is transforming investment flows into constrained flows: a poorly…

4 weeks ago