The economics of coronavirus (II)

Pininvest Analysis on Total Market

Confronting very different challenges inherited from their political and institutional history, Europe as well as America will need to seek a path to rebuild the trust of their constituencies, a tall order amidst tone-deaf warring parties but a vital one

The economics of coronavirus (I)

Pininvest Analysis on Total Market

With spread rates of the virus off the charts, connectivity as defining trait of humanity has shown itself as a two-faced phenomenon governing modern life, which created economic opportunity for all but constrains domestic economic policies today

5 more articles in US S&P 500 ETFs

Brexit Redux

Pininvest Analysis on Brexit

Truly unexpected, covid-19 lays bare how elusive trust between nations really is and how ambiguous our sense of common interest. Which puts Brexit in a bind… with the UK’s go-it alone policies targeting the global economy seeming quaint if not irrelevant

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..)

6 more articles in British Companies all US listings

In the crucible of soybean trades

Pininvest Analysis on Quality

Years in the making, Brazil's dominant position in the soybean trade has been achieved by a powerful agroindustry, driven by unsatiable demand from China but the environmental cost may be unbearable in the medium term


Pininvest Analysis on Energy

The remodeling of the Eurasian landmass by the dominant powers, Russia, China and Europe will flourish, or collapse, around Siberia's vast emptiness and natural riches, harrowing history and 21st century environmental challenges

LNG - a riling Russian riddle

Pininvest Analysis on Energy

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...

2 more articles in Russia Companies all US listings

Car chips are down

Pininvest Analysis

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

Nokia and Patent Technologies

Pininvest Analysis

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

Space cybersecurity

Pininvest Analysis on Technology

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

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

19 more articles in Car Manufacturers & Sub-Contractors

Not so Pacific Islands

Pininvest Analysis on Total Market

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 

Heavy weather on Asian seas

Pininvest Analysis on Total Market

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

1 more article in South East Asia Emerging Countries Funds

Withering digital wallets ?

Pininvest Analysis on Growth

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...

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...

2 more articles in China e-commerce & Internet

Central Asia crossroads

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