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

3 more articles in US S&P 500 ETFs

Brexit Redux

Pininvest Analysis on Brexit

Truly unexpected, covid-19 lays bare how elusive trust between nations really is and how ambiguous our sense of common interest. Which puts Brexit in a bind… with the UK’s go-it alone policies targeting the global economy seeming quaint if not irrelevant

Avoid looking desperate

Pininvest Analysis on Brexit

Post-Brexit, trade negotiations will be engaged under pressure of the economic sectors most exposed to the loss of their European markets, joined by the vocal requests of 'Leavers' at risk of seeing their livelihood wiped out (fisheries, lamb producers..)

6 more articles in British Companies all US listings

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

Cross-Border Raison d'Etre

Pininvest Analysis on Europe

With purposeful regulations, the environmental push of the European Union could turn out to be a shared concern beyond the continent's borders and weigh on the two other 'rule-makers' worldwide - China and America

New leadership for Europe

Pininvest Analysis on Europe

Received with telling indifference across Europe, the leadership selection for Europe's institutions shines unforgiving light on the transience of political majorities, giving the lie to charges of technocratic dominance against the national will

3 more articles in European Countries ETFs