Latest Notes on pininfos

The lonely star of Carlos Ghosn

The lonely star of Carlos Ghosn

  • Pininvest Analysis

Within 12 months of Mr. Ghosn's arrest in Japan, the underpinnings of the Alliance between Renault and Nissan are giving way and the two companies are still searching for a game plan to side-step political interference by both countries

China's overseas lending

China's overseas lending

  • Pininvest Analysis

Correlated with tremendous GDP growth since 2000, China’s official foreign lending has transformed the Chinese government in the world’s largest official creditor, even though the loans to some of the poorest countries are 'hidden'

Global cars, a bleak outlook

Global cars, a bleak outlook

  • Pininvest Analysis

Uniformly negative (with exception of Brazil), car sales trends are worsening in key markets, foremost in China and in Europe, and dramatically in India. The bite of deeply transformative structural factors will compound industrial uncertainty

Asia, a global powerhouse

Asia, a global powerhouse

  • Pininvest Analysis

The rise of Asia represents the beginnings of a shift in the balance of economic power in the world and some erosion in the political dominance of the West. Although massive, the poverty reduction could have been much greater but for the rising inequality