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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
Cars are increasingly like “smartphones on wheels”, so manufacturers need to have access to the latest patented 4G and 5G technologies essential to navigation and communications
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
Sharply reduced launch costs and radical advance in satellite technology open the door for a new era in global communications. Constellations of satellites still need to prove their case but the future is beckoning
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
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
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
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
LNG - liquid natural gas - as alternative to traditional pipeline delivery will be serving growing South Asian markets where large and eager exporters line up. Russia's Gazprom is taking stock of the challenges on its once secure markets and worldwide...
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
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...
Alibaba, the e-commerce giant, and Tencent, the videogame behemoth, are seeking ways to extend their strong presence in markets roiled by fickle consumer expectations and under competitive pressure. Profits will suffer...
Eurasia is again a geopolitical reality with the Chinese communication infrastructure on a continental scale and the powerful draw of energy riches, but populous, fragile and deeply divided Central Asia is exposed to overreach by mighty land powers
Demography is an incontrovertible force, driving the underpinnings of Italy's aging society to breaking point. The creeping danger of a numerical decline of the workforce has become a brutal reality bearing down alarmingly on labor productivity
Italians, conflicted – likable and engaging and torn between hopes of yesteryear and today’s reality – tread a narrow path between a make-believe tantrum, irreversible commitments in the name of uncertain policies and actual structural reform
Healthcare demand in China is an overwhelming challenge - stretched to the limit by the expectations of a newly empowered middle class and pressured by desperate, impoverished and indebted families
Already the largest drugs market after the US, with an aging population, more demanding patients and more combative families, China remains a tumultuous market place
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'
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
