Siberia

Pininvest Analysis on Energy

The remodeling of the Eurasian landmass by the dominant powers, Russia, China and Europe will flourish, or collapse, around Siberia's vast emptiness and natural riches, harrowing history and 21st century environmental challenges

LNG - a riling Russian riddle

Pininvest Analysis on Energy

LNG - liquid natural gas - as alternative to traditional pipeline delivery will be serving growing South Asian markets where large and eager exporters line up. Russia's Gazprom is taking stock of the challenges on its once secure markets and worldwide...

2 more articles in Russia Companies all US listings

Not so Pacific Islands

Pininvest Analysis on Total Market

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 

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

1 more article in South East Asia Emerging Countries Funds

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 ?

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

In furore iustissimae irae

Pininvest Analysis on Total Market

Lies, cascading down from up high in the dulcet tones of politicians, lies are so close to propaganda as to become hard to distinguish. And in the end, resistance, bound to be divisive, lends legitimacy to propaganda, because it is the same

2 more articles in US S&P 500 ETFs

An American high-roller in India

Pininvest Analysis on Total Market

Amazon's Jeff Bezos has put his personal reputation on line by entering one of world's most difficult retail markets, all guns blazing. Enduring success is fast becoming a test of wills with big Indian retail determined to protect home turf

1 more article in Indian Companies all US listings

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