Articles

The autos sector is dealing with heightened levels of political risk in several key markets at the moment and it is manifesting itself in various ways: from the industry's relationship with a country's administration to dealing with the risk of international conflict. Here we look at some of the most prominent examples of political risk in the

Within our 10-year construction industry forecasts for Latin America, Mexico will surpass Brazil to become the largest market in nominal USD terms by 2022. Brazil will suffer from slow construction industry growth and a weaker currency outlook than its peers, while Mexico will benefit from robust economic growth and strong private investment

Economic growth will slow in Bahrain over the coming quarters as fiscal consolidation measures negatively impact investment and consumption. The infrastructure sector will remain a key driver of real GDP expansion, propped up by large-scale investments from fellow GCC states.

We expect real GDP growth in Bahrain to decelerate from 3.0% in 2016 to

We expect China's overall credit creation to moderate over the coming months due to a tighter monetary policy environment and increasing oversight of the opaque shadow banking sector amid efforts by policymakers to reduce overall financial risks that have built up over the past few years.

We believe that Chinese policymakers will continue to curb

BMI View : The Middle East is moving quickly to embrace new, transformative digital technologies that will lead to economic diversification as well as enhance traditional economic pillars under threat from globalisation. However, the region is proving less adept at protecting and securing new digital platforms from an increasingly complex battery

The luxury goods sector is poised for robust growth in Kenya, driven by the country's rapidly expanding wealthy consumer base. Kenya is well-positioned to accommodate multinational conglomerates seeking to establish a footprint in the emerging sub-Saharan Africa (SSA) luxury market. We believe increased purchasing power, as incomes rise and the

Debottlenecking LNG liquefaction terminals holds substantial potential to incrementally add new capacity at a low additional cost. Qatar and Australia hold more than 15mn tonnes of new capacity potential at existing facilities able to effectively benefit from upgrades and utilise their extensive gas resources.

New LNG liquefaction investments are

BMI View : High growth opportunities on offer in Kenya's fast growing automotive manufacturing sector, coupled with an attractive automotive policy, make the country SSA's second most attractive market in our Autos Production RRI. That said, automakers will face high levels of political, economic and operational risks when operating domestically.

Prime Minister Youssef Chahed's ongoing clampdown on corruption in Tunisia will be welcomed by international investors and multilateral creditors, and will boost the government's popularity among the population. That said, it could result in a backlash at a later stage from the population if the government fails to deliver on the campaign or from

I Squared's purchase of HGC is welcome, but maintaining a pure wireline strategy would not fit the highly-competitive Hong Kong market, which is increasingly geared towards advanced multi-play services. Hong Kong Broadband Network would be a suitable acquisition, as it is an established wireline player with a growing MVNO user base.

Hutchison