Articles

Strong Competition For Lucrative Smart Home Market

Alongside telecoms operators and online players, retailers will provide the third area of competition in the smart home market. All stakeholders prioritise having the direct relationship with end-users, to create more recurrent revenue streams, and...

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CRISPR Patent Fight Just Beginning

The patent fight between two different sets of CRISPR/Cas9 licensees will be drawn out, but will likely end in a cross-licensing agreement. 2017 will be a big year for the CRISPR technology as it enters clinical trials, with Editas Medicine aiming...

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Long-Term LNG Outlook Positive, Despite Higher Taxes

Higher taxes on LNG at the state level will negatively impact LNG imports in the short term, though we expect implementation of anti-pollution policies and robust import capacity additions to drive appetite for LNG in the longer term.

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Keeping Spending In Check Will Cost Government Popularity

The new NPP government in Ghana will fail to implement its election promises in full owing to the fiscal constraints of a greater-than-excepted budget deficit and an ongoing IMF programme. In the short term it will be able to shift the blame for...

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Value Over Volume In Declining Beer Market

Intense competition and changing consumer preferences are hurting a number of China's major beer companies. Despite it being the world's largest market in terms of beer consumption volumes, Asahi is looking to exit its stake in Tsingtao as these...

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PSA-GM Deal: Initial Thoughts

If finalised, a mooted deal for France's PSA Group to acquire the European Opel and Vauxhall division of General Motors Company (GM) would create the second-largest autos group in Europe by market share. Here we give our initial thoughts on the...

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