Latest Notes on pininfos

Jostling for the front row

Jostling for the front row

  • Pininvest Analysis

China's massive economic expansion is testing global commerce to the limit, developed as well as emerging markets qualify the risk to their economies as 'systemic' and the Chinese society itself riks being torn apart

Peugeot puzzles

Peugeot puzzles

  • Pininvest Analysis

French Peugeot (Groupe PSA) is an interesting investment story, restructuring successfully its audacious Opel acquisition but still lacking the international footprint of a diversified car manufacturer

 Tackling the Chinese offensive

Tackling the Chinese offensive

  • Pininvest Analysis

The semi-conductor industry is at the nexus of the most critical issues overshadowing US-China relations, from the protection of intellectual property to fair competition to national security

Cooling overblown expectations

Cooling overblown expectations

  • Pininvest Analysis

Toning down the feverish wait for conclusive China-US negotiations, the general thrust of the commercial agreement taking form starts more and more to look like a truce in a drawn-out confrontation...