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.

The convergence of AI, electrification, and the zero-carbon transition is reshaping global demand for industrial metals.
This week, Elaia explores why metals & mining may enter a new structural supercycle — driven by technology, policy, and scarcity.

Each week, Elaia Capital SA shares its insights on global markets through a concise and data-driven research note. In this edition, we explore the renewed momentum in Chinese equities, supported by structural strengths, policy initiatives, and a gradual financial opening confirming our constructive stance.

Investir, c’est bien plus que chercher un bon rendement. C’est savoir où placer son argent au bon moment, dans les bons domaines, en restant fidèle à ses valeurs et à ses objectifs.

Il y a des périodes dans la vie où tout s’accélère, où les décisions s’enchaînent sans laisser le temps de les mûrir. Et puis, il y a ces moments charnières qui imposent un temps d’arrêt.