Articles List

Articles List

Acquisitions To Boost Teva's Long-Term Growth Outlook

Teva's outlook for 2015 appears positive with Copaxone sales remaining strong despite generic competition, and the company adding new revenue streams through the acquisitions of Auspex Pharmaceuticals and, most recently, Allergan. Numerous generic product launches during the quarter will also boost top line performance.

AT&T Adds Convergence To Connected Strategy

The launch of converged plans is another way for AT&T to differentiate itself alongside its connected strategy. Both are premium strategies and will have limited impact on AT&T's core wireless service under strong price competition from T-Mobile. While AT&T is right to be an early adopter, results will only be positive in the longer term unless the carrier competes on price to retain its customer base.

High-Tech Power Firms To Help Incorporate Solar

China's inability to incorporate a rapid influx of intermittent renewable capacity into the grid will present opportunities for foreign firms in the T&D sector - specifically high-tech equipment manufacturers with expertise in smart metering and grid management applications.

Political Reform At A Snail's Pace

Political reform in Bulgaria will remain a slow process, hindered by a fractious parliament that is resistant to change. As a result, the country's convergence towards EU standards in judicial independence and anti-corruption will falter.

Export Growth To 2024 Limited To Regional Markets

Large-scale gas exports from Iran will take at least five years to materialise. Such an increase depends on a significant ramp-up in production and the build-up of the necessary export infrastructure.

Financial Stability At Risk: Global Implications

China's equity crash is far from over, and is likely to expose the weak underlying nature of the economy. More monetary easing is likely, but will be akin to pushing on a string, while the property market is increasingly at risk. Reforms are set to take a backseat as the risk of a recession and/or financial crisis grows.

Jokowi A Year On: Maritime Plans A Priority

President Joko Widodo's infrastructure drive will hinge on the capacity and commitment of the government to implement key policy changes, with improvements in the legal framework for public-private partnerships positive initial steps. Efforts to develop infrastructure will be largely influenced by plans to expand the country's role as a global maritime axis and will prioritise development of key projects along the domestic sea route.

Refined Fuels Demand Facing Structural Decline

Taiwan's refined fuels consumption will fall by 4.8% over the next decade, due to slowing auto sales growth, rising energy efficiency in the transport sector and a gradual shift towards cleaner energy sources, such as renewables, in the power sector.

Policy Failure Jeopardising Future Of Autos Manufacturing

Hopes of reviving vehicle production in Venezuela are quickly disintegrating following Ford's failed attempt to sell its products in US dollars, amid heightened pressures on the country's managed exchange rate system. The risk of a major manufacturer exiting the country is now high.

Corruption Scandal Will Open Regional Competitive Landscape

The Petrobras corruption scandal is increasingly threatening Brazilian construction firms' capacity to carry out and ability to win contracts for projects across the region. A pullback or withdrawal of these firms would mean significant opportunities for other large international construction firms to fill the void left in the Latin American infrastructure industry.