Investment

Belt and Road: una visione cinese dell’integrazione globale – Mercati nota settimanale

by Giacomo Calef

Belt and Road: una visione cinese dell’integrazione globale

Belt and Road Initiative

Le capacità e le ambizioni della Cina sono grandi, lo dimostra l’iniziativa cinese Belt and Road (BRI), la quale, non è solo una lista di progetti infrastrutturali che collegano la Cina occidentale con l’Asia centrale e l’Europa, detta la “cintura economica della nuova via della seta” e la Cina meridionale con l’Asia meridionale, l’Africa e il Medio Oriente soprannominata la “nuova via della seta marittima” (vedi figura). Ma una vera e propria strategia, che mira a promuovere l’integrazione economica e politica del Paese, estendendo gradualmente l’influenza economica e politica della Cina. Gran parte dello sviluppo sarà affidato a società di ingegneria cinesi e verrà finanziato dal sistema bancario cinese, dichiarato per essere poco trasparente, dalla Development Bank e dalla Exim Bank. La BRI è un’alternativa al modello di integrazione economica, guidato dagli Stati Uniti nel secondo dopoguerra, attraverso accordi commerciali e di investimento. Ma la differenza chiave è che, mentre il sistema statunitense è governato da regole e accordi multilaterali, la BRI si basa sulle relazioni bilaterali della Cina con i suoi partner, in cui le sue collaborazioni sono sempre a suo vantaggio.

Di seguito l’ultima nota settimanale del nostro ufficio di Milano.

Mercati nota settimanale – 06 07 2018

  1. Panoramica Macro
  2. Belt and Road: una visione cinese dell’integrazione globale
  3. Swiss equity market: investimento di valore
  4. L’Intelligenza Artificiale nel settore energetico

 

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Antonio Mira
CHIEF FINANCIAL OFFICER, MEMBER OF THE EXECUTIVE COMMITTEE

Antonio Mira joined NS Partners in 2006 as Group Chief Financial Officer. He heads the corporate functions and is involved in coordinating and implementing the decisions of the Executive Committee.
An experienced bank auditor, Antonio started his career in 1995 with Arthur Andersen, where he worked for some 7 years before joining Ernst & Young in 2002 as a Senior Manager.
Antonio is a Swiss chartered accountant and a Business graduate of Lausanne University (HEC).

Sébastien Poiret
DEPUTY HEAD OF WEALTH MANAGEMENT

Sébastien Poiret joined NS Partners in 2008 and manages funds of hedge funds and private client mandates. He also oversees the development of the Group’s offices in Mauritius.

Prior to joining NS Partners, he served as a Trader, Head of Manager research and Portfolio Manager in the USA and Switzerland for a single hedge fund (1998-2004) and for Optimal (2004-2008), Grupo Santander’s fund-of-hedge funds operations.

Sébastien holds a Bachelor’s degree in Corporate Finance from the ESPEME Business School (EDHEC Group) and an MBA in Finance and Economics from the Institute of Business Administration, both in Nice.

Abir Oreibi
BOARD DIRECTOR

Abir Oreibi joined the Board of the NS Partners Group in 2018, where she brings her truly international perspective and rich experience.
Among many other ventures, Abir set up Alibaba.com’s first European office. After living and working in Shanghai, Hong Kong, Bangkok and London, she now lives in Geneva, where she is CEO of Lift Events, an organization that identifies technology trends, their business and social impact through the organization of events and open innovation programs. Issues related to the challenges and opportunities created by new technologies as well as the strategic responses from organizations are at the heart of Lift’s activities.
Abir holds a BA in Political Sciences from the University of Geneva. She is an investor, and member of advisory and innovation boards.

Romain Pidoux, CAIA

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Romain Pidoux joined NS Partners in 2011 and heads the Group’s Risk Management.
He started his financial career in 2005 as Head of Quantitative Analysis for a Swiss Family Office, selecting funds and managing portfolio allocation. In 2008, he switched to the alternative world and joined Peak Partners as hedge funds analyst.
He is a Chartered Alternative Investment Analyst (CAIA) and holds a Master’s degree in international relations from the Graduate Institute of International Studies at Geneva University.

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