Pininvest Insights

facts – however patchy – provide guidance in investment decisions,
performance & risk exposure will be a reality check

Brazil, foodbasket to the world

Pininvest Analysis on China

Leader in soybean exports, the premier agricultural commodity, and well ahead of the U.S., Brazil agribusiness aims at making the most of the country's natural advantage by maitaining the land and water resources - a contradiction in terms ?

1 more article in Food Supply Chain

Making a mash of soup and snacks

Pininvest Analysis on Conglomerates

The challenges in acquiring a business often force radical restructuring on the acquirer to retain top talent and mesh diverse ranges of expertise. Proper choices of diversification at Campbell's but poor execution : a well-worn story...What is new ?

5 more articles in Consumer Staples, a troubled partnership

Apple - Legal Challenges IV

Pininvest Analysis on Apple

Bereft of demonstrable abuse of monopolistic power, Epic Games' complaint against Apple may aim at leveling the playing field with the smallest app developers or merely give the largest developers a free hand on the Apple Store

Apple - Legal Challenges III

Pininvest Analysis on Apple

When taking issue with the Apple 'ecosystem', lawsuits have to walk a fine line on account of Court rulings on monopolistic practices, fudging the responsability any ecosystem may have in the general interest of the public

10 more articles in Apple providers

IAG is rolling the dice

In the midst of the deepening airline crisis, IAG - the International Airlines Group - stands out. With its competitive streak and unstinting shareholder support, the Group might emerge as a dominant player in the European airline industry

5 more articles in Airlines & Airport Services

Robinhood Series - Tesla

Pininvest Analysis on EVs

The series draws attention to industry trends highlighting stock potential – and the headwinds battering investor optimism. The seemingly unstoppable share price run of Tesla Motors calls for a closer look

Car chips are down

Pininvest Analysis on Technology

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

1 more article in The ultimate communication platform

Robinhood Series – ETNs

Pininvest Analysis on Commodities

How big, how bad Exchange Traded Notes( ETNs) could turn out to be for private investors oblivious of the underlying risk...but the trends in fund pricing of the Energy market remain powerful indicators no one should ignore

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

Pininvest Analysis on China

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

Bisogna che tutto cambi ?

Pininvest Analysis on Total Market

Demography is an incontrovertible force, driving the underpinnings of Italy's aging society to breaking point. The creeping danger of a numerical decline of the workforce has become a brutal reality bearing down alarmingly on labor productivity

E la nave va ?

Pininvest Analysis on Total Market

Italians, conflicted – likable and engaging and torn between hopes of yesteryear and today’s reality – tread a narrow path between a make-believe tantrum, irreversible commitments in the name of uncertain policies and actual structural reform

4 more articles in Italy - Top listings on US Markets

Scattered

Pininvest Analysis on France

The islands in the Indian Ocean bearing the name are indeed 'scattered' around Madagascar, mainly in the Mozambique Channel. Formally under French sovereignty, their tiny size belies their growing strategic importance for the world's most powerful players

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

3 more articles in French Companies actively traded on U.S. listings