Latest Notes on pininfos

Withering digital wallets ?

Withering digital wallets ?

  • Pininvest Analysis

Mobile payments have become a defining feature of Chinese society and the two Internet majors, Aibaba and Tencent, dominate digital consumer transactions at the expense of traditional banking. The Chinese Central Bank is seeking a way out...

Heavy weather on Asian seas

Heavy weather on Asian seas

  • Pininvest Analysis

Optimism is pervading South-East Asian economics but the geopolical balance between competing powers, abutting the region on its periphery, remains vulnerable to gross miscalculation. Shared interests do not necessarily guarantee the outcome

PSA & FCAU - a one-way bet ?

PSA & FCAU - a one-way bet ?

  • Pininvest Analysis

For all the talk about a car titan, the merger between Peugeot and Fiat-Chrysler faces complex trade-offs in industrial reorganization, in brand building and in research on electrification...It is best not to oversell promises on the deal

Russia's Rattenfänger

Russia's Rattenfänger

  • Pininvest Analysis

The powerful draw of Russia's energy policy needs to be viewed with clear-eyed realism and a sense of its ambiguity. Interests of the Russian gas supplier and of its European clients converge - American security concerns must be placed in broader context