January 20-24, 2025, Davos, Switzerland

The World Economic Forum (WEF) is an international organization founded by Klaus Schwab in Switzerland in 1971. It promotes cooperation between business, politics, science & civil society. The Annual Meeting takes place in Davos. The motto for this year:

"Cooperation in the age of intelligence"

The World Economic Forum 2025 is dedicated to a wide range of topics, including geopolitical tensions, economic growth and the transition to clean energy. At the same time, tech, AI, quantum computing & biotech also play an important role.

As always, there will be posts on all relevant topics from @HennRes & @Michael-official will be published. Under the #wef2025 you will be able to view all posts in chronological order.

Main topics:

• Rethinking growth: How can we tap into new sources of economic growth?

• How can companies respond to tech and geopolitical upheaval?

• What measures promote education, health & human capital?

• How can innovative partnerships & techs drive climate protection?

• How can cooperation be strengthened to overcome social divisions?

Participants from politics & business.

Over 350 government representatives, including 60 heads of state & government, 1600 people from the private sector, including 900 CEOs and over 170 people from NGOs, trade unions, academia and indigenous peoples are also present.

The key figures from politics are:

• 🇺🇸 Donald J. Trump(soon to be) President of the USA (via video link)
• 🇪🇺 Ursula von der Leyen, President of the European Commission
• 🇨🇳 Ding XuexiangVice Prime Minister of the People's Republic of China
• 🇦🇷 Javier MileiPresident of Argentina
• 🇩🇪 Olaf Scholz, Chancellor of Germany
• 🇿🇦 Cyril Ramaphosa, President of South Africa
• 🇪🇸 Pedro Sánchez, Prime Minister of Spain
• 🇨🇭 Karin Keller-Sutter, President of the Swiss Confederation 2025
• 🇺🇦 Volodymyr Zelenskyy, President of Ukraine

Executives from the private sector (who are expected/ not offical)

Technology sector

• 🇺🇸 $MSFT (-2,36 %) (Microsoft) - Satya Nadella, CEO
• 🇺🇸 $AMZN (-3,47 %) (Amazon) - Andy Jassy, CEO
• 🇺🇸 $IBM (-5,4 %) (IBM) - Arvind Krishna, CEO
• 🇺🇸 $MSFT (-2,36 %) (Microsoft) - Bill Gates, co-founder and head of the Bill and Melinda Gates Foundation
• 🌎 Cohere - Aidan Gomez, CEO
• 🌎 $META (-4,44 %) (Meta) - Yann LeCun, AI scientist
• 🌎 OpenAI - Sam Altman, CEO
• 🇺🇸 $TSLA (-9,97 %) (Tesla) - Elon Musk, CEO

Financial sector

• 🇪🇺 ECB - Christine Lagarde, President of the European Central Bank
• 🇫🇷 ECB - Francois Villeroy de Galhau, President of the French Central Bank
• 🇩🇪 German Bundesbank- Joachim Nagel, President
• 🇺🇸 $BLK (BlackRock) - Martin Lück, Chief Investment Strategist
• 🇳🇱 $ING (-7,27 %) (ING) - Carsten Brzeski, Chief Economist at ING Germany

Banking sector

• 🇺🇸 $JPM (-7,37 %) (JPMorgan Chase) - Jamie Dimon, CEO
• 🇨🇭 $UBSG (-5,08 %) (UBS) - Sergio Ermotti, Group CEO
• 🇨🇭 $UBSG (-5,08 %) (UBS) - Colm Kelleher, President
• 🇩🇪 $DBK (-10 %) (Deutsche Bank) - Christian Sewing, CEO
• 🇺🇸 $GS (-7,35 %) (Goldman Sachs) - David Solomon, Chairman and CEO
• 🇺🇸 $BAC (-7,71 %) (Bank of America) - Brian Moynihan, CEO
• 🇺🇸 $C (-7,64 %) (Citigroup) - Jane Fraser, CEO
• 🇬🇧 $HSBA (-7,02 %) (HSBC) - Mark Tucker, Group Chairman
• 🇬🇧 $HSBA (-7,02 %) (HSBC) - Michael Roberts, CEO of HSBC Bank
• 🇺🇸 $MS (-7,32 %) (Morgan Stanley) - Ted Pick, CEO
• 🇬🇧 $BARC (-8,18 %) (Barclays) - C.S. Venkatakrishnan, CEO
• 🇫🇷 $GLE (-10,52 %) (Société Générale) - Slawomir Krupa, CEO
• 🇮🇹 $UCG (-11 %) (UniCredit) - Andrea Orcel, CEO
• 🇦🇹 $BG (-9,63 %) (BAWAG Group) - Anja E. M. W. Schreiber, CEO
• 🇦🇹 $EBS (-8,46 %) (Erste Group) - Andreas Treichl, CEO

Industry sector

• 🇩🇪 $BAYN (-6,12 %) (Bayer) - Bill Anderson, CEO
• 🇨🇭 $NESNE (Nestlé) - Mark Schneider, CEO
• 🇬🇧 $ULVR (-3,5 %) (Unilever) - Hein Schumacher, CEO
• 🇨🇳 SHEIN - Donald Tang, Vice Chairman
• 🇮🇳 ADANIENT (Adani Enterprises) - Gautam Adani, Chairman

... and many more from the Tech, Banking, AI, Biotech, Pharma, Industrial, etc. sectors.

Hello,

I would like to minimize my consumer staples allocation.

What would you remove or reallocate?

$MNST (-3,46 %)

$RKT (-5,4 %)

$NESNE (adr :()

$ULVR (-3,5 %)

$ADM (-8,23 %)

$PEP (-1,81 %)

$MMM (-8,14 %)

Thank you!

(Switzerland) - The most important dates for this trading week

This week is the best of the year for real number crunchers: More than forty listed companies will present their half-year report. These include small companies such as the Walliser Kantonalbank (WKBN), but also big names on the Swiss market such as $ROG (-5,6 %) and $NESNE / $NESN (-3,88 %) . Naturally, observers will be keeping a close eye on the outlook for the second half of the year.

On Monday, only the climate specialist Belimo $B9H will report on the first half of the year.

Seven companies have announced their reports for Tuesday. These are the logistics company Kuehne + Nagel $KNIN (-3,37 %)
, the chocolate manufacturer Lindt & Sprüngli
$LISN (-1,07 %) and the fragrance producer Givaudan $GIVN (-0,21 %)
, also reporting Logitech $LOGN (-3,71 %), Dätwyler $DAE (-2 %)
, Temenos $TEMN (-4,04 %) and the Valais Cantonal Bank ($WKBN). At Lindt & Sprüngli $LISN (-1,07 %) will be watching for comments on the high cocoa prices. At Kühne + Nagel $KNIN (-3,37 %) the renewed increase in the complexity of sea transportation due to the threat to shipping in the Red Sea could have an initial positive effect.

On Wednesday, nine companies will give an insight into their finances. For example, the goods inspector SGS
$SGSN (-3,23 %) and also Bobst ($BOBNN) , So $ALSN (-4,98 %)
Cembra Money Bank $CMBN (-4,2 %)
, Cicor $CICN (-4,92 %)
Cosmo Pharmaceuticals $COPN (-3,54 %)
EFG International $EFGN (-6,66 %)

and Medacta $MOVE (-6,7 %)
. At SGS $SGSN (-3,23 %) it is to be expected that, as in previous quarters, decent sales growth will be offset by negative exchange rate effects.

Thursday is the highlight of the interim reporting season: a total of sixteen company reports are on the agenda. Among them are Nestlé $NESN (-3,88 %)
, Roche $ROG (-5,6 %)
, Lonza
$LONN (-4,44 %) and Julius Baer $BAER (-7,9 %)
, but also Bachem $BANB, Bucher $BUCN (-5,71 %)
, Galderma $GALD
, Autoneum $AUTN (-7,55 %)
, Bellevue $BBN (-3,2 %)
, Calida $CALN (-6,03 %)
, Idorsia $IDIA (-2,81 %)
, Leonteq $LEON (-3,07 %)
, the Graubündner Kantonalbank $GRKP (+0,56 %)
, Meier Tobler $MTG (-4,29 %)
, StarragTornos $STGN and Valiant $VATN (-3,46 %)
. At Nestlé $NESN (-3,88 %) the question is whether a return to positive growth rates can be achieved.

Many listed companies have once again announced their half-year figures for Friday. They include Holcim $HOLN (-6 %)
Sulzer $SUN (-7,19 %)
, Vontobel $VONN (-10,36 %)
, Forbo $FORN (-3,92 %)
, APG $APGN (-1,32 %)
, Zehnder $ZEHN (-4,63 %)
, Orell Füssli $OFN (-6,75 %)
, Lem $LEHN (-6,14 %)
, AMS Osram $AMS and BB Biotech $BION (-4,27 %) and the SIX as the operator of the Swiss stock exchange. The industrial group Sulzer $SUN (-7,19 %) should deliver a positive surprise after a strong performance that has been ongoing for some time.

Have a good week everyone!

GG

Good morning 🎃

I do not know now if #herbstchallenge , #seechallenge or #bierchallenge or simply #challenge is?

But Mal so, I'm fine, enjoy the sun, the warm water and drink cold beer 🍻

About the shares:

$KO (-3,58 %) Mini with 190 ml

$PEP (-1,81 %) like last year

$NESNE here very strong and available everywhere

$BMW (-5,51 %) Motorcycle seen *luxury

$CL (-2,97 %) with Palmolive here everywhere in small bags

Of course, the fixed money here may 7% 🤑

Not missing

Best regards and so long

Smudo