facts – however patchy – provide guidance in investment decisions, performance & risk exposure on pininvest.com will be a reality check

Bisogna che tutto cambi ?

Pininvest Analysis on Total Market

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

E la nave va ?

Pininvest Analysis on Total Market

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

4 more articles in Italian Companies all US listings

Navigating maturing markets

Pininvest Analysis on Growth

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...

Tencent's Makeover

Pininvest Analysis on Growth

An improbable feat but the tight integration of its social network with mass entertainment has a reach which will keep the company in the sights of regulators and central authorities

1 more article in China e-commerce & Internet
17 more articles in Car Manufacturers & Sub-Contractors

China's overseas lending

Pininvest Analysis on China

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 in China

Pininvest Analysis on China

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

2 more articles in China Region ETFs (all - non leveraged)

Asia, a global powerhouse

Pininvest Analysis on Total Market

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

Scattered

Pininvest Analysis on France

The islands in the Indian Ocean bearing the name are indeed 'scattered' around Madagascar, mainly in the Mozambique Channel. Formally under French sovereignty, their tiny size belies their growing strategic importance for the world's most powerful players

Tiny Comoros loom large

Pininvest Analysis on France

Mayotte, a French Département in the Comoros archipelago, is overpopulated, underemployed, and poorly educated - a potential target of unvarnished Chinese and Russian ambitions, and a basket case for a medium-sized ex-colonial power

3 more articles in French Companies all US listings

Amazon goes local

Pininvest Analysis on Technology

The US tech firms have been putting their trust in a business model guaranteeing identical levels of service across the world but their global offering could be clashing with local expectations, as Amazon's venture in India might suggest

5 more articles in e-Commerce, Mobile Transactions and Data Wars

Facts do not destroy beliefs

Facts do not destroy beliefs; facts may disclaim their assertions strenuously without weakening their thrust…(Marcel Proust). With 'beliefs' fronting for national policy in the Brexit debate, the EU will need to choose its options carefully

Beware of angry Scots

As probably thousands of products are aligned on EU requirements and their representative associations have been very active in shaping EU policy, the prospect of free trade agreements outside the European Union is dire

3 more articles in British Industry on US exchanges

Apple 2.0

Pininvest Analysis on Growth

As competition wears down uniqueness and profitability of Apple's flagship products, the company is betting its future on 'Services', a vast archipelago of digital extensions which turns out to be hard to pin down

Pressing Priorities

Pininvest Analysis on Growth

Smartphone sales are Apple's core business and in a maturing market, the company's potential would be irreversably wounded by share loss on its key developed markets, critically in competitive Europe

6 more articles in Apple providers