Brexit - Unpicking a "Done Deal"
The UK will maintain access to the single market with some rule-setting flexibility but the essential ingredients of a successful treaty, trust, shared values and far sighted mutual engagement, do not look promising
Pininvest Insights
facts – however patchy – provide guidance in investment decisions,
performance & risk exposure will be a reality check
Much ado about nothing ?
Romantic principles have a way of stirring emotion and of nursing frustration, and Mr. Johnson delivered a consummate appeal in the court of public opinion. From dream to reality, wake-up calls are hard to make
Brazil, foodbasket to the world
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 ?
In the crucible of soybean trades
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
Paying attention to rural America
Out of step with the profound transformation of the American economy, rural communities must be brought back in the main stream, a reinvention and a call for action
Making a mash of soup and snacks
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 ?
Apple - Legal Challenges IV
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
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
Airlines - Magical Thinking
The aftermath of the COVID pandemic is upending the business model of the airline industry, potentially bringing down an essential cog of the global economy without viable resolution in sight
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
Robinhood Series - Tesla
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
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
Robinhood Series – ETNs
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 ?
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
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...
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
Bisogna che tutto cambi ?
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 ?
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