Tikehau Market Insights Tikehau Market Insights: May 2025 (English)
May 15, 2025
07:16
In this episode, Thomas notably discusses global defence budgets, Google's acquisition of Wiz (cyber startup), the US administration and the cost of public debt.
He also introduces a quiz:
- In 2024, 94% of new installed electricity production capacity in one country was focused on wind, solar and battery storage. Which country was it?
- Which sector outperformed the 'Magnificent Seven' tech companies between January 2022 to January 2024, i.e. before the correction?
Listen to the episode to find out the answers!
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