Points of view

• 01/06/2009

  Correlation and risk: a moving target

  IRTOP - Journal of Investor Relations
  As write these brief notes, I am engaged as an investor and as an entrepreneur.
  The investor needs to defend his asset portfolio from the on-going financial crisis; the entrepreneur needs to constantly refine his companies' strategies, in order to weather the downturn in the "real" economy and to emerge, onece it ends, in a strong competitive position....

  • Correlation and risk

• 12/01/2009

  Information technology and employment: opportunities not to be missed

  Point of view
  200,000 job opportunities can be created In Italy introducing the new information technology in industries, government and in daily life. If we are able to innovate and accept changing, we will create in the coming years new companies with exporting potential, we will deeply renew our society and then turning in a competitive advantage the delay we have had in the IT sector. But under what conditions and in what direction? Italy has 20 billion euro of revenues coming from IT, less than the 2% of the Gross Domestic Product (GDP), while France, Germany and UK state 3.3% each and the United States of America are on the top with the 4.1% of GDP. Then we come after the leading group with a considerable gap, but this is not always an unbridgeable disadvantage: it could be whether the land is still flat and other competitors maintain their advantages. When the rules of the game change and for example plain raises to cliff, the same opportunity offered to the climbing cyclist who reaches and overcomes the "passisti" will be given to us....

  • Information Techology