Articles List

Articles List

The Realities Of Chinese Loan Financing

BMI View: Sub-Saharan Africa (SSA) will continue to be one of the key recipients of Chinese lending. However, expectations on the scale of such financing are overstated while its risks are understated.

Postpaid MVNO Services Require VAS Element

Lower mobile data prices and a superior advanced mobile network are factors that consumers desire from a fourth mobile operator. Liberty Wireless' MVNO will not, therefore, have a tangible impact on the mature Singaporean mobile market. However, OTT content or fibre broadband bundling would place it in a better position.

PSUV Dominance Outside Legislature Will Persist Until 2019

Amid near-hyperinflationary conditions, a deep economic recession, and soaring levels of mistrust in its political leadership, Venezuela's opposition will be unable to enact meaningful reform through legislation given the dominance of the ruling party in the other branches of government. While dissatisfaction with the government is also on the rise, there remain deep ideological divisions in the country which the government will exploit to delay a presidential recall referendum.

Mekong Region: Opportunities Abound For All

Despite dissimilarities in the countries' telecoms sectors, we believe that network investments in the Mekong region will boost international connectivity in the less developed markets of Cambodia and Laos. While regulatory and operational risks are higher than the Asia Pacific regional average, the Mekong region enjoys high mobile penetration and an immense potential for 3G/4G growth, which is positive for investment into mobile-based value-added services.

Significant Opportunities For Cancer Drugmakers

There will be significant revenue-generating opportunities for oncology drugmakers in Latin America due to the increasing cancer burden in the region. Commercial enterprises providing inexpensive screening, diagnostic services and treatments will benefit the most. Brazil will continue to be the most important regional market for cancer drugmakers.

Novo Nordisk To Remain Leader In Global Diabetes Market

Novo Nordisk continues to experience robust sales growth and dominate the global diabetes market. While its key modern insulin products have seen a slowdown in sales growth due to increased competition, the company's next-generation insulin products have seen substantial uptake, boding well for future earnings.

Major Impediments, Risks To Economic Recovery

While we believe the reaching of a peace deal between Tripoli and Tobruk in H216 will allow Libya's unity government to progress with programmes to restore oil output - improving the outlook for growth from 2017 - any sustained economic recovery will be slow and subject to heightened political risk.

Cgates-Remo To Accelerate Pay-TV Market Consolidation

By purchasing regional operators, Cgates is steadily expanding its geographic footprint and establishing itself as a converged services provider to be reckoned with. The consolidation trend is gaining momentum in the Baltic cable TV market, which will result in a less fragmented market.

LNG To Challenge IOC Business Model

The increasing weighting of LNG in the portfolios of major integrated oil companies will challenge traditional business models.