Elaia Weekly View
🌿 Elaia Weekly View – Week 43 / 2025
Volatile and fragile markets
After six months of strong market performance, signs of fragility are emerging. Renewed geopolitical tensions, slowing job creation, and stretched valuations point toward a potential short-term correction.
Elaia’s latest Weekly explores how investors can navigate this environment — from taking profits and strengthening defensiveness, to focusing on dominant companies operating in oligopolistic or monopolistic markets that offer resilience and long-term value.