Hello Wimal, your points are very valid and I would also add that around 60% of the country's GDP is absorbed by government spending. My article is long and I could not cover all. Importantly France is on the mend (California has big problems with homelessness and companies leaving). Enormous investments for the Olympics have yet to pay off and companies are not leaving. I put more into the article linked in above titled Paris - Europe's New Capital. Germany is in an awful mess and Italy relied on its for 60% of its exports. No major western country shows the equivalent of positive happenings in France. One of the architects of that is President Macron. He only has another two years in office but, for now, I see in him and the happenings in France plus its many top companies covering many sectors as A New Leader Of The Western World. A couple of those companies that I am doing nicely with are Schneider Electric (SU on the Paris exchange) and Vallourec (VK on that exchange) Best wishes. James

Hello Kyla, Excellent article. On one point - a devalued dollar will not help exports if the product makers do not make what people want to buy. People do not buy cars for price reasons etc. I live in Switzerland, a country dependent on exports and with perhaps the world's strongest currency and our companies succeed via innovation and quality. Swiss Made is virtually a brand in itself. I wrote more on my views in this article published yesterday - https://talkmarkets.com/content/global-markets/invest-in-france-a-new-leader-of-the-western-world?post=483257. Bye. James

Good article - political "leaders" should read it and act accordingly.

Good article. I own LEU, OKLO and SMR to benefit from the new nuclear age.

Hello Jan, The fundamentals for POWL and the others have not changed but Trump has caused an upset I could not foresee. That is likely to make things worse for a while yet. I shall stick with my picks and rely on hope instead of rational thinking! Bye. James

Analysts have this forecast for Aixtron... Share price forecast in EUR The 18 analysts offering 12 month price targets for AIXTRON SE have a median target of 18.30, with a high estimate of 23.00 and a low estimate of 11.10. The median estimate represents a 58.17% increase from the last price of 11.57. 20.0 30.0 ● Low forecast: 11.1 High 98.8% 23.00 Med 58.2% 18.30 Low -4.1% 11.10

I remain hopeful. They are continuing with their production expansion and by the time that is completed the demand cycle hopefully will be going up again. Markets are also in a bad mood at present. James

I remain hopeful. They are continuing with their production expansion and by the time that is completed the demand cycle hopefully will be going up again. Markets are also in a bad mood at present. James

Good article. I have investments in GEV, SMR, PWR, VRT,LEU and others to gain from this situation

I wrote this article around 14 months ago and Schneider's price is up 34% since then.