Gambling chips in trade wars

Pininvest Analysis on China

China is betting the house on semiconductor design and advanced technologies but for the US the complexity of the strategic choices impacting the industry, as they relate to technological advance and to national security, is hard to understate

The American Interest

Pininvest Analysis on China

In the era of globalization, the outlook of US business does not mesh with the politics of national interest. Addicted to international trade, American companies are the willing partners of China's advance... but for how long ?

11 more articles in Exposure to US-China Trade
14 more articles in Car Manufacturers & Sub-Contractors

Uncomfortable truths

Pininvest Analysis on China

Confronted with unsatiable demand for milk, New Zealand's fragile ecosystem is front-running environmental risks exposing much larger economies worldwide, glad to supply in the short term, but at what cost ?

Land of milk and honey

Pininvest Analysis on China

Ratcheting up milk supply, New Zealand is now coping with the environmental fallout. Too much of a good thing or, more probably, a warning shot the major global agriculture exporters would discount at their peril

3 more articles in Milk in Global Markets

China's Silicon Hearts

Pininvest Analysis on Technology

Whoever controls the production of advanced Integrated Circuits commands the terms of trade between nations...With US and Asian semi-conductor majors protective of their Chinese market shares, it is for the US government to confront new reality

2 more articles in Semiconductor Industry

Tencent's Makeover

Pininvest Analysis on Growth

An improbable feat but the tight integration of its social network with mass entertainment has a reach which will keep the company in the sights of regulators and central authorities

Tencent of China

Pininvest Analysis on Growth

While relatively – and unduly – ignored by the general public in the West, there are many reasons to pay attention to Tencent's dominating presence and interlocking platforms on China's Internet

FinTech in China

Pininvest Analysis on China

FinTech has opened a window of opportunities in a mostly dormant financial market and this report argues that the early stages of this financial revolution, fairly substantial in urban China, are only part of the story

1 more article in China Region ETFs (all - non leveraged)