Latest Notes on pininfos

Car chips are down

Car chips are down

  • Pininvest Analysis

With multifarious disruptions portending instability the car industry could run aground on treacherous shoals in the coming decade. Risky bets on an uncertain future, strategic choices need to be visionary while grounded in industrial strengths

Space cybersecurity

Space cybersecurity

  • Pininvest Analysis

Satellites rely more and more on off-the-shelf technology, involving multiple manufacturers and, given the complexity of supply chains and the multiple parties involved in their management, it’s often unclear who bears responsability for cyber breaches

Cars - an industry at bay ?

Cars - an industry at bay ?

  • Pininvest Analysis

The confidence of buy-and-hold investors in Tesla’s ability to grow its leading position in the EV market might ultimately rest on the lack of credibility of the established car manufacturers’ effort to catch up

Not so Pacific Islands

Not so Pacific Islands

  • Pininvest Analysis

The projection of Chinese power across the Pacific is a game-changer and a two-pronged strategy, asserting military power behind walls and letting trade flows trickle beyond, across the island archipelagos of the Pacific