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

Fiat's Game of Poker

Potentially upending the automotive industry under the guise of political urgency, regulatory pressure favoring solutions of ‘clean transportation’ is adding a new dimension to Fiat’s carefully crafted strategy

15 more articles in Car Manufacturers & Sub-Contractors

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

Laws of Unintended Consequences

Pininvest Analysis on Technology

Greens may be too closely indentified with scientific expertise on climate change to fully recognize the unintended consequences of principled policies, which call for compromise and understanding of the trade-offs required to stay on target

Asian Juggernauts

Pininvest Analysis on Growth

Strengthening their grip on the semi-conductor industry, South Korea and Taiwan are in the lead, China is catching up fast and Japan appears determined to maintain its market share.... all told the countries commit to almost 80% of global equipment capex

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

1 more article in Semiconductor manufacturing

In furore iustissimae irae

Pininvest Analysis on Total Market

Lies, cascading down from up high in the dulcet tones of politicians, lies are so close to propaganda as to become hard to distinguish. And in the end, resistance, bound to be divisive, lends legitimacy to propaganda, because it is the same

2 more articles in US S&P 500 ETFs

Avoid looking desperate

Pininvest Analysis on Brexit

Post-Brexit, trade negotiations will be engaged under pressure of the economic sectors most exposed to the loss of their European markets, joined by the vocal requests of 'Leavers' at risk of seeing their livelihood wiped out (fisheries, lamb producers..)

5 more articles in British Companies all US listings

Cross-Border Raison d'Etre

Pininvest Analysis on Europe

With purposeful regulations, the environmental push of the European Union could turn out to be a shared concern beyond the continent's borders and weigh on the two other 'rule-makers' worldwide - China and America

New leadership for Europe

Pininvest Analysis on Europe

Received with telling indifference across Europe, the leadership selection for Europe's institutions shines unforgiving light on the transience of political majorities, giving the lie to charges of technocratic dominance against the national will

3 more articles in European Countries ETFs

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

1 more article in Indian Companies all US listings

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

Bang for Bangui

Pininvest Analysis on France

Troubled Central African Republic, a former French colony, proffers another complex arbitrage medium-sized ex-colonial powers – such as France or the United Kingdom – have to resolve to confront larger resurgent world powers

2 more articles in French Companies all US listings