OECD - a troubled outlook

Pininvest Analysis on Europe

New waves of virus infections disrupt economic recovery plans around the world and a few key European countries may face a reckoning because of structural weaknesses exposing the common Euro currency to mounting challenges

Heavy weather on Asian seas

Pininvest Analysis on Total Market

Optimism is pervading South-East Asian economics but the geopolical balance between competing powers, abutting the region on its periphery, remains vulnerable to gross miscalculation. Shared interests do not necessarily guarantee the outcome

Russia's Eurasian power play

Pininvest Analysis on Energy

Through the ages, domination of the Eurasian heartland has been Russia's primary purpose to guarantee its security but provision of sustenance and security control of the vast territory proved costly. Economic benefits remain elusive...

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 Italian Companies all US listings

China's overseas lending

Pininvest Analysis on China

Correlated with tremendous GDP growth since 2000, China’s official foreign lending has transformed the Chinese government in the world’s largest official creditor, even though the loans to some of the poorest countries are 'hidden'

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

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

Asia, a global powerhouse

Pininvest Analysis on Total Market

The rise of Asia represents the beginnings of a shift in the balance of economic power in the world and some erosion in the political dominance of the West. Although massive, the poverty reduction could have been much greater but for the rising inequality

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 all US listings

Jostling for the front row

Pininvest Analysis on China

China's massive economic expansion is testing global commerce to the limit, developed as well as emerging markets qualify the risk to their economies as 'systemic' and the Chinese society itself might be torn apart

Cooling overblown expectations

Pininvest Analysis on China

Toning down the feverish wait for conclusive China-US negotiations, the general thrust of the commercial agreement taking form starts more and more to look like a truce in a drawn-out confrontation...

7 more articles in Exposure to US-China Trade

Market indices in times of doubt

Pininvest Analysis on Total Market

More relevant then ever, market indices, sub-indices and sector indices are the analytical tools of choice to gain an understanding of powerful underlying trends. pininvest is a calculator of daily updated index performance and volatility