Tighter Standards Will Drag On Fuel Demand Growth

Stricter fuel quality standards in West Africa will drag on refined fuel consumption growth, due to elevated import prices of high-quality fuel and more efficient burn. The introduction of new fuel-quality standards in West Africa aligns with our...

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American Tower Best Placed To Exploit Untapped Towers Market

American Tower's investment in Argentina will be the catalyst for increased investment in the country's biggest weak spot. Infrastructure in the country is not up to the task of helping consumers transition to next generation platforms and increased...

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Americas Fertiliser Outlook

The Americas region will see stronger growth in fertiliser production than consumption out to 2020. North American nitrogen and potash producers will face incentives to maintain steady output growth, while slower grains production in the Americas...

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Opportunities For Drugmakers Prevalent Despite Challenges

Within the wider East Africa region, Kenya's pharmaceutical market will be viewed as a particularly attractive investment destination by international drugmakers given its favourable growth outlook, driven by its evolving disease burden and...

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Asia: Key Themes For 2017

Below are the most important trends we expect to play out for the Asia Pacific region over the course of 2017, many of which will have a significant bearing on economic and political risks in individual countries as well as on the region as a whole...

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Key Themes For Food & Drink In 2017

With 2016 coming to an end, we highlight our key global views for the Food & Drink sector in 2017. It will be a difficult year for F&D majors, as they deal with declines in sales of traditional products in developed markets, as...

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Little Support For Thermal Power Generation

The share of thermal power in total power generation in the Netherlands will decline over the next decade, as coal is hit by environmental policy and gas by market pricing dynamics.

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Referendum Defeat Compounds Growth Woes

The rejection of Prime Minister Matteo Renzi's constitutional reform in the December 4 referendum will weigh on growth by heightening short-term political uncertainty, halting reform momentum, and raising risks associated with the banking sector....

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