The pains of Tesla, the Italian plans of Sanofi and Dallara: on « The economy » on newsstands on Monday with the « Corriere »
The analysis of Ferruccio de Bortoli on the reorganization of Italian finance (and on conflicts of interest on the field), the questions and answers to understand the markets
Banking Risiko is mixing and redesigning the balance of Italian financial power. With a normal or excessive complicity of politics (interference)? The reflection of Ferruccio de Bortoli on this question starts from this The economy on newsstands on Monday 28 April with the Corriere della Sera. There are many scenarios of the great match on the future of Generali in which Unicredit, Banco Bpm, Delfin, Caltagirone, the government are involved. And if in the end it also moves Intesa Sanpaolo what will the government do? « Having successful internationalized from Turin, in Milan, in Trieste – writes De Bortoli – leads to underestimate the policy that will also be domestic, and therefore will appear small and irrelevant compared to the rest of the world, but is not without vindictive claws. Above all, if this is believed – as it is in the background of the Meloni government – victim of the prejudice of the so -called « strong powers », or some economic and financial aggregates of the infidal Milan. Incomprehensible, but real obsession ».
For the structures of capitalism we are on the way of an epochal change. The Risiko of the banks and powers sees new sides with Mediobanca in a very different role from that always central played since the times of Enrico Cuccia. The MPS offer, of which the state is strong shareholder, has moved the center of gravity of a system where unpublished alliances arise.
The cover dedicated to Andrea Orcel and Giuseppe Castagna, respectively one of Unicredit and Banco Bpm, respectively falls (inevitably) in the finance pages. An analysis on the climb of Unicredit, the government stakes but also the reasons for the resistance of the Ban Bpm that appeals to the proximity to the territories and businesses.
The section dedicated to companies starting from Alessandra Balocco is rich, driving the confectionery group, which comments on the (positive) data of the unchanged production of doves and eggs. An important signal on the trend of consumption in this era of turbulence. « On sales there is serenity. America? We are very interested, but we wait to move ».
The Internationalization La San Marco rides: interest in premium decorations that respond to requests for hospitality and luxury grows. « With hotels & Co. we will reach 30% of revenues, exports can weigh up to 60%, » explains Pietro Geremia, driving the Venetian group.
Innovation: Ai Factory and Fincantieri
Like every last Monday of the month, « innovation » returns, 16 pages on digital, artificial intelligence and science. In this issue, Fincantieri is the protagonist with the Navis Sapiens, a series of technologies that will change the water-leather connections. And then we talk about Italian startups to conquer Europe and the new at the Factory at Cineca in Bologna
Finally, in the patrimony section, attention to savings and anti -crisis moves. Six questions and six answers on stock exchange, bond, gold and bitcoin to understand how to move, Waiting for the issue of duties to take a less volatile direction. In the meantime, it is better to diversify and resist the temptation to sell at a loss.
