Exposure to US-China Trade

Exposure to US-China Trade

by Pininvest Analysis

‘What goes around, comes around'

Pininvest Analysis on China

While the advance of Chinese industry on world markets appears unstoppable, the decisions of the Chinese leadership remain grounded in history, one dynasty follows another, renewal coming after decay in infinite cycles

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...

R&D - an elusive genie

Pininvest Analysis on China

Technology transfer is a fundamental dimension of China's strategy to catch-up and compete globally. Deeply embedded in its industrial planning, the country will not concede and foreign companies are mostly willing partners

Not seeing eye to eye

Pininvest Analysis on China

Concern about trade negotiations between the largest global markets should be mounting when short-term ‘deals’ leave structural disagreements for another day

CFIUS - Mission Impossible ?

Pininvest Analysis on China

By tightening the controls over the acquisition of US technological companies, America will delay China's build-up in advanced technologies. But postponement is not a long-term strategy : foreign companies in China might be exposed to an uncertain future

Trade Wars - a reality check

Pininvest Analysis on China

Because domestic US production of many consumer products has been abandoned and many industrial supply chains dismantled, the conflicted trade negotiations between China and the US remain focused on very specific industry segments

Trade is War – and the fight regional

Pininvest Analysis on China

Trade has never been free, even though globalization has powered economic growth around the world. With China a major player at every level from the most labor-intensive industry to the most advanced, emerging markets are being squeezed out

Dining out with China...

Pininvest Analysis on China

Reading facial expressions...the official dinner photo of the meeting between US and China top representatives, following the G20 meeting in Argentina, December 2018, seems to be telling

Pininvest Analysis

Pininvest Analysis

Experienced professionals, seeking to combine financial acumen and business expertise