Articles List

Articles List

Local-Content Emphasis Will Help Netflix Stand Out

Netflix's ability to offer appealing local content at competitive prices will be key to a successful foray into Japan's saturated video streaming market. The launch of a rival service by Amazon poses a downside risk, as it already has a strong local presence and offers a wider range of services.

EVs Will Draw Success From Solar Tie-Up

Integration with the high-growth solar sector will give Jordan's EV segment an improved chance of success, as the majority of charging points will be solar-powered. Renault is well placed to benefit from fleet orders.

East Med Gas Developments At Risk From Zohr

BMI View: The development of Egypt's Zohr discovery will undercut a key pillar of gas demand in the East Mediterranean region. It poses major downside risk to FID on the Aphrodite project in Cyprus and threatens further project delays for Leviathan in Israel.

Another Hung Parliament After Snap Election

Turkey's November 1 snap election is likely to produce another hung parliament, forcing the Justice and Development Party (AKP) into an inherently unstable coalition. A prolonged period of political instability and tensions over the role of President Recep Tayyip Erdogan will ensue, placing a heavy burden on economic growth.

Central and Eastern Europe to Become an Oasis for Car Sales

A strong GDP growth outlook based on solid macroeconomic fundamentals will mean CEE car markets outperform other regions across the globe. Consequently, the CEE will act as a regional oasis for automakers facing sales slowdowns in critical markets across Asia and Latin America.

Liberia's Post-Ebola Recovery Will Take Time

As the Ebola crisis wanes, Liberia can look to start rebuilding its damaged economy. This will prove difficult given the decline in commodity prices, in particular iron ore, on which future growth expectations had been built.

US Clinical Trial Sector to Contract Slowly

The US clinical trial sector will continue to contract slowly. More late-stage studies are being conducted in emerging markets, where costs are lower and recruitment is increasingly swifter. Regulators in emerging markets often prefer local trials when evaluating medicine registration submissions, but pharmaceutical companies and clinical research organisations (CROs) are still somewhat reluctant to fully embrace research in non-traditional markets, providing buoyancy to the sector in the US in the short-term

KZT Devaluation Darkens Outlook for the Rest of Central Asia

The 25% devaluation of the Kazakh tenge on August 21 will be painful for the economy in the coming quarters. It will send yet another shockwave through the rest of the Central Asian region, which is already under pressure from FX weakness and deteriorating economic conditions in other major trade partners and declining commodity prices. This has prompted us to adopt an even more bearish outlook on Central Asia for the coming quarters.

Yemen: Still Far from Conflict Resolution

The recent gains by the Saudi-led coalition in support of President Hadi do not mean a swift resolution to the conflict. The Houthis will remain in control of much of the north of the country, while Aden and the south are contested by Hadi-aligned forces and Al-Qaeda. Over the long term we highlight the absence of a financially viable Yemeni state unless substantial overseas support is forthcoming.

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