Latest Notes on pininfos

Integrated Circuits - a Long March

Integrated Circuits - a Long March

  • Pininvest Analysis

China's aerospace, robotics and military ambitions are pushing domestic production of semi-conductors to the very top of strategic priorities but geopolitical confrontations remain a wild card

China cars - Qian Long has spoken

China cars - Qian Long has spoken

  • Pininvest Analysis

Our Celestial Empire possesses all things in prolific abundance and lacks no product within its own borders

FinTech in China

FinTech in China

  • Pininvest Analysis

FinTech has opened a window of opportunities in a mostly dormant financial market and this report argues that the early stages of this financial revolution, fairly substantial in urban China, are only part of the story

CFIUS - Mission Impossible ?

CFIUS - Mission Impossible ?

  • Pininvest Analysis

By tightening the controls over the acquisition of US technological companies, America will delay China's build-up in advanced technologies. But postponement is not a long-term strategy : foreign companies in China might be exposed to an uncertain future