Market Mover

Il Sole 24 Ore
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Jul 8, 2025 • 13min

L’exploit dell’azionario cinese

Giacomo Kalef, Country Manager of NF Partners, dives into the remarkable 30% gain of the Hong Kong index over the past year, analyzing its outperformance against global markets. He discusses the fierce competition between China and the U.S., especially in technology and AI. The podcast highlights the shift in China's tech strategy to improve self-sufficiency and innovation while addressing economic challenges. Kalef also evaluates the potential of Chinese technology stocks and the crucial need for discerning sectoral investment in this evolving landscape.
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Jul 7, 2025 • 15min

Perché i mercati salgono nonostante le incertezze?

Wall Street si mette alle spalle il bear market ma i nodi sulla partita dazi restano da sciogliere Learn more about your ad choices. Visit megaphone.fm/adchoices
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Jul 5, 2025 • 16min

La promessa mancata dei Pir

I piani dovevano investire in piccole e medie imprese ma in realtà gli investimenti premiano le blue chip Learn more about your ad choices. Visit megaphone.fm/adchoices
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Jul 4, 2025 • 15min

Il ricatto digitale nella partita dazi

Dopo l’intesa Nato sulle spese militari al via il negoziato più difficile: quello sui dazi. Quali armi per l’Europa? Learn more about your ad choices. Visit megaphone.fm/adchoices
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Jul 3, 2025 • 10min

Slalom tra i bonus fiscali

Tutti gli adempimenti e le scadenze per chi ha ristrutturato casa Learn more about your ad choices. Visit megaphone.fm/adchoices
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Jul 2, 2025 • 14min

Il recupero di Wall Street

Gli indici della Borsa americana rivedono i massimi storici e sembrano essersi lasciati alle spalle il tonfo post “Liberation day” Learn more about your ad choices. Visit megaphone.fm/adchoices
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Jul 1, 2025 • 11min

Tutti i perché dell’exploit di Xiaomi

La casa produttrice di smartphone punta sull’auto Learn more about your ad choices. Visit megaphone.fm/adchoices
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Jun 30, 2025 • 14min

Un’identità digitale europea

In Italia il successo dello Spid ci prepara al passo successivo. Ecco cosa cambia Learn more about your ad choices. Visit megaphone.fm/adchoices
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Jun 28, 2025 • 11min

Novità in vista per i fondi pensione

L’adesione alla previdenza integrativa cresce ma resta sotto le aspettative e soprattutto non rende quanto dovrebbe. Ecco perché Learn more about your ad choices. Visit megaphone.fm/adchoices
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Jun 27, 2025 • 12min

Nvidia torna sul primo gradino del podio

Biagio Simonetta is a savvy industry expert delving into the semiconductor landscape. He unpacks Nvidia's impressive rise in market value, surpassing Microsoft for the first time. The conversation highlights the shifting dynamics within big tech and AMD's advancements in GPU technology. The discussion also touches on OpenAI's fierce competition for AI talent and how these developments are transforming the market. With a focus on the economic implications of AI, Simonetta emphasizes the need for keen insights in this fast-evolving sector.

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