Kevin Thozet
Kevin Thozet is a member of the Investment Committee at Carmignac, based in Paris, where he focuses on market analysis and investment strategies. He recently highlighted the potential for European institutions to demonstrate creativity in crisis situations, suggesting that a unified European response could positively impact European assets in the long term.
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Countries Mentioned
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Each country's color is based on "Mentions" from the table above.
Recent Mentions
Spain:
Kevin Thozet prefers hardware companies and Chinese tech firms for investment.
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India:
Kevin Thozet attributed the underperformance of US stocks to President Trump’s inconsistent stance on tariffs.
5
Italy:
Kevin Thozet observed the potential economic impact of tariffs on the United States.
5
Spain:
Kevin Thozet is a member of the investment committee at Carmignac, providing insights on the luxury market.
5
Luxembourg:
Kevin Thozet is a member of the investment committee at Carmignac in Paris.
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