Exposure to US-China Trade

Exposure to US-China Trade

by Pininvest Analysis

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 ?

A case of confused thinking

Pininvest Analysis on China

Gambling on the peaceful resolution of trade "differences", the world's large business conlgomerates cannot fathom that, just possibly, globalization, the essence of their success may be coming to an end

‘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

Pininvest Analysis

Pininvest Analysis

Experienced professionals, seeking to combine financial acumen and business expertise