Pininvest Analysis

Afghanistan - Un ballo in maschera

Pininvest Analysis on Large Cap

Everyone knew, every U.S. agency, every NATO ally, every Afghan warlord knew of America's inevitable withdrawal, and everyone stayed masked, for the sake of appearances, out of geopolitical interest or simply out of greed...About time to draw some lessons

China - Finance with Attitude

Pininvest Analysis on China

Turning a blind eye on awkward arrangements, the U.S. and China had struck a delicate and self-serving balance in their financial dealings. With principled postures taking hold on both sides, global finance will be bracing for a grand unraveling

China - U.S. Relations - a Situation

Pininvest Analysis on China

Problems can be addressed, one at a time because relevant solutions may be at hand. A geopolitical situation, with many adversarial issues in the mix, might be serene or explosive, tolerated either way, but never wholly satisfactory

Engaging China - a Roadmap

Pininvest Analysis on China

Communist ideology has been the cornerstone of China's political stability since 1949 but revolutionary exaltation has developed into orderly reform - a radical conceptual shift leaving the guidance of the CCP intact but a challenge for its leadership

14 more articles in Exposure to US-China Trade

Amazon's Indian Winter

Pininvest Analysis on Fintech

Amazon India's costly consumer-driven venture is floundering on the rocks of the country's exceptionalism, its democratic aspirations swayed by the pressure of its immense population and the weight of its troubled history

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

EU – Byelorussia – Going to Pot(ash)

Pininvest Analysis on China

Potash, the mineral resource and indispensable crop fertilizer,is Byelorussia's trump card in the global food chain. Overlooking the tragic fate ot migrants at the Polish and Lithuanian borders, a hard game is being played behind closed doors

Potash Plots

Pininvest Analysis on Agriculture

Supplied by large mining firms to a small number of global food producers, potash today is competitively priced - prodding smaller specialty chemical firms to diversify from the commodity market with sustainable agri-solutions

1 more article in The Future of Food

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

Amazon - Playing dumb in Delhi

Pininvest Analysis on Total Market

Seeking to expand on the strength of sales for its own account (and not only as platform for third parties), Amazon proves reluctant to adapt its global business model to the social and economic reality of developing countries such as India

6 more articles in Indian Companies - U.S. listings

COVID-19 Vaccines

Pininvest Analysis on Health Care

Chaos seems pre-ordained in FDA approval processes of numerous candidate vaccines. With a fluid reference to 'efficacy', the FDA is expected to deliver emergency authorizations within months, followed by rigorous and extensive year-long studies

3 more articles in Vaccines markets are collaborative and competitive

China Education - Picking up the pieces

Pininvest Analysis on China

Education is a massive challenge in China . Private educational services have been seen as hardening social divides instead of engineering social progress, requiring a fundamental re-think of EdTech (educational technology) expertise

IMF – a Game of Thrones

Pininvest Analysis on Total Market

Allegations of data manipulation during Mrs. Georgieva's time at the World Bank may have weakened her standing as managing director of the IMF but biased shareholder power at both institutions may be the true bone of contention