The Remains of the Day

Pininvest Analysis on France

Fresh strategic opportunities in France’s ultra-marine territories could be viewed as a blue print for second-tier countries, calling for a long view and a readiness to confront probable encroachments in a world of swaggering upstarts

Uncomfortable truths

Pininvest Analysis on China

Confronted with unsatiable demand for milk, New Zealand's fragile ecosystem is front-running environmental risks exposing much larger economies worldwide, glad to supply in the short term, but at what cost ?

Land of milk and honey

Pininvest Analysis on China

Ratcheting up milk supply, New Zealand is now coping with the environmental fallout. Too much of a good thing or, more probably, a warning shot the major global agriculture exporters would discount at their peril

3 more articles in Milk in Global Markets

An American high-roller in India

Pininvest Analysis on Total Market

Amazon's Jeff Bezos has put his personal reputation on line by entering one of world's most difficult retail markets, all guns blazing. Enduring success is fast becoming a test of wills with big Indian retail determined to protect home turf

King's Indian Defense

Pininvest Analysis on Total Market

In India's long game, the country's 1.35 billion consumers will probably be serviced by... Indian retailers - the e-commerce platforms of American and Chinese giants may share, but never own the domestic market

A case of confused thinking

Pininvest Analysis on China

Gambling on the peaceful resolution of trade "differences", the world's large business conlgomerates cannot fathom that, just possibly, globalization, the essence of their success may be coming to an end

‘What goes around, comes around'

Pininvest Analysis on China

While the advance of Chinese industry on world markets appears unstoppable, the decisions of the Chinese leadership remain grounded in history, one dynasty follows another, renewal coming after decay in infinite cycles

9 more articles in Exposure to US-China Trade

Rolling thunder

The March '19 targets for passenger car emissions, set by the European Union, are the third regulatory iteration since 2009. Adopted despite strong words of the car manufacturers, the new framework has far-reaching consequences for the supply chain

12 more articles in Car Manufacturers & Sub-Contractors

Streaming games

Pininvest Analysis on Growth

Investors' first take on the current fall-back of the major game publishers is dire : the good times are over and winter is coming, but the industry might prepare in stealth mode to adjust to technological revolutions in the offing

Stadia - what is in a name ?

Pininvest Analysis on Growth

Stadia, plural of the Latin ‘stadium’, were arenas – where citizens of Ancient Rome shared entertainment and interacted in many ways …and the ambition of the Google platform of the same name is no different

4 more articles in Videogaming

A cultural revolution

Pininvest Analysis on Growth

Apple's core business of high-end smartphones is under attack : sales growth is unlikely for lack of additional market opportunities, profitability will weaken and a bet on services to rebalance future prospects may recast the business model entirely

One more thing... Tim Cook knows ?

Pininvest Analysis on Growth

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

1 more article in Apple providers

Dr. Moll's challenge

Pininvest Analysis on Health Care

The achievements of Fred Moll in medical robotics are close to legendary but the collaboration of Dr. Moll with Johnson & Johnson, may raise the bar, with real-time management of the data feeds informing the robotics applications - the next frontier...

6 more articles in Medical Robotics

Unpacking foundational tech

Pininvest Analysis on Growth

A small number of specialized semi-conductor equipment manufacturers have a lock on all the most advanced applications in high-tech hardware. The industry is foundational in US-China trade negotiations because China tech cannot do without

The making of semi-conductors

Pininvest Analysis on Growth

Semi-conductor equipment makers, a small number of highly specialized companies, have recently been exposed to the uncertainties of a technological shift but the impact of stringent (and unpredictable) constraints to trade may be worse

Sweet spot for satellites ?

Pininvest Analysis on Technology

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