Integrated Circuits - a Long March
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
facts – however patchy – provide guidance in investment decisions, performance & risk exposure on pininvest.com will be a reality check
Semiconductor Memory Doldrums
The battle over control of the memory technologies is heating up but, in the short term, subdued smartphone sales and flat data center demand make for negative investor perception. This is unlikely to last
China cars - Qian Long has spoken
Our Celestial Empire possesses all things in prolific abundance and lacks no product within its own borders
China - a Staircase to the Moon
After rushing in their search for growth, all foreign car makers will not have the financial strength to prepare for the next leg of expansion in China, launch electrical vehicle line-ups and confront resurgent local brands
FinTech in 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
Change agents in 21st century China
The sheer magnitude of the shift in China's economy – and its harrowing speed – are worth considering and the strategies of the country's agents of change are markers for the decades to come
CFIUS - Mission Impossible ?
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
Trade Wars - a reality check
Because domestic US production of many consumer products has been abandoned and many industrial supply chains dismantled, the conflicted trade negotiations between China and the US remain focused on very specific industry segments
VIEs – the good, the bad and the …
VIEs, an acronym standing for Variable Interest Entity, take pride of place in the gallery of business regulations with Chinese characteristics
'Mis'Perceptions about Immigration
What Britons get wrong about immigration – and why politicians need to tell them the truth by Professor B. Duffy, King's College London
Between a rock and a hard place
Pulling no punches, the July 2018 ‘fiscal sustainability report’ – recently published by the British Office for Budget Responsibility (OBR) – does not leave much room for complacency
Is Ant Financial feeling antsy ?
Shaking up the fund management industry in China and on its way to reinvent the business model which made its success, the huge valuation, attributed to the company in June '18, is one more challenge to overcome
Overhauling US payment systems
What if payment systems in the US, where only 2% of credit and debit-card transactions rely on PIN numbers and where 19bn cheques continue to be written every year, were finally ready for an overhaul ?
One more thing... Tim Cook knows ?
The severe share price correction since October has been related to a set-back of sales on foreign markets, especially China, but structural issues - and how Apple’s management will address the challenge - have more relevance for the long term investor
Apple suppliers, a fraught relationship
Spread widely across the world, the network of Apple suppliers does not lend itself to straightforward analysis and the complexity of its supply chain skews any extrapolation from suppliers' forecast
Panem et circenses - an ecosystem
Today’s digital games, immense in scope, reveal themselves to be no less immersive, no less deeply intertwined with social life and no less political than the Roman games in their day and age
Videogaming remains fiercely independent
Still a young industry, combining creativity to hook players with advanced technology, videogaming demonstrates its independent streak with the very successful stock run of the companies of our theme
FAANGs or diversification ?
A portfolio mainly constituted of the popular FAANG assets has been volatile. By diversifying portfolio holdings, manage your risk exposure
Market indices in times of doubt
More relevant then ever, market indices, sub-indices and sector indices are the analytical tools of choice to gain an understanding of powerful underlying trends. pininvest is a calculator of daily updated index performance and volatility