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...

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

1 more article in China e-commerce & Internet

Amazon goes local

Pininvest Analysis on Technology

The US tech firms have been putting their trust in a business model guaranteeing identical levels of service across the world but their global offering could be clashing with local expectations, as Amazon's venture in India might suggest

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

Apple 2.0

Pininvest Analysis on Growth

As competition wears down uniqueness and profitability of Apple's flagship products, the company is betting its future on 'Services', a vast archipelago of digital extensions which turns out to be hard to pin down

Pressing Priorities

Pininvest Analysis on Growth

Smartphone sales are Apple's core business and in a maturing market, the company's potential would be irreversably wounded by share loss on its key developed markets, critically in competitive Europe

6 more articles in Apple providers

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

Asian Juggernauts

Pininvest Analysis on Growth

Strengthening their grip on the semi-conductor industry, South Korea and Taiwan are in the lead, China is catching up fast and Japan appears determined to maintain its market share.... all told the countries commit to almost 80% of global equipment capex

Unpacking foundational tech

Pininvest Analysis on Growth

A small number of specialized semi-conductor equipment manufacturers have a lock on all the most advanced applications in high-tech hardware. The industry is foundational in US-China trade negotiations because China tech cannot do without

1 more article in Semiconductor manufacturing

Hackers never sleep

Pininvest Analysis on Technology

'Cybersecurity' cannot be confused any longer with 'protection' of a business against digital assaults, with a whole array of defensive measures... This never was a correct understanding of cybersecurity, or at best a very partial one

Sweet spot for satellites ?

Pininvest Analysis on Technology

Sharply reduced launch costs and radical advance in satellite technology open the door for a new era in global communications. Constellations of satellites still need to prove their case but the future is beckoning

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

The future of energy storage

Pininvest Analysis on Growth

Associate Professors J. Johnson and J. DeCarolis, North Carolina State University, envision the advent of grid-scale batteries, providing the utilities with flexible energy delivery, if the price per KwH of lithium batteries continues to plummet

Improved lithium-ion battery technology

Pininvest Analysis on Growth

To charge the battery, the anode loads up lithium ions. Ions travel through the electrolyte to the cathode to generate power With a higher ‘upload’, replacing the graphite anode by a silicon – graphite mix anode, the battery will generate more power

1 more article in Battery Technology & World Markets