Fou Ts'ong - an obituary

Pininvest Analysis on China

Fou Ts'ong witnessed some of China's darkest pages . Standing his ground and honouring the values of his parents with discretion and fortitude, Mr. Fou's life must be remembered

Rebounding? - U.S. and China Retail

Pininvest Analysis on China

Expected to gain the upper hand in short order, China's domestic consumer market is not (yet) living up to its promises while America sticks to the self-assigned mission of gobbling up more foreign goods than ever...aggravating tensions

4 more articles in China Region ETFs (all - non leveraged)

Not so Pacific Islands

Pininvest Analysis on China

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 

Imbalances

Pininvest Analysis on China

Plunging again since early 2020, the U.S. trade deficit looks unhinged with consumer demand favoring imported goods and an economic cycle out of step with resurgent Asian countries, China leading the pack

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

12 more articles in Exposure to US-China Trade

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 ?

15 more articles in Car Manufacturers & Sub-Contractors

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

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