Articles

Key Themes From CES 2017

AI became the key theme at this year's CES, taking over from IoT which still remained an important topic at the show, alongside health technology, 5G and mapping. In regards to industries, cars and health products continue to be the main drivers of...

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Personal Care Majors Splashing Out On Niche Skincare Brands

Our view that 2017 will be another big year for M&A activity in the personal care market is already playing out, with L'Oréal kicking off the acquisition drive by purchasing three US skincare brands for USD1.3bn. We highlight robust growth...

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Six Sectors To Watch In Sub-Saharan Africa

Several sectors in major SSA economies are poised for significant expansion in the coming years, even in an environment of structurally lower commodity prices. We highlight six such opportunities across the region including Kenya infrastructure and...

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Push For Clean Baseload To Boost Biomass And Nuclear

Finland's push to decarbonise its power sector by phasing out coal by 2030 will benefit the country's biomass sector over the next decade, in line with the government's aim to boost the forest-related industry. Over the multi-decade horizon, Finland...

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The State Of Play In 2017

As we move headlong into 2017, we are bracing ourselves for another tumultuous year, with ongoing political shifts set to send tremors through economies and financial markets globally. Among other things, we expect a trade skirmish rather than a...

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Prices Attractive, But Content Key To Boost Revenues

Movistar's greater focus on its cable operations as well as a competitive pricing strategy is yielding subscriber growth dividends for the operator. However, to translate subscriber growth into robust revenue and ARPU growth, the operator will have...

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China Set To Expand MENA Market Share

Chinese investment in the infrastructure markets of the Middle East and North African (MENA) countries will continue to gather pace in the coming years, driven by growth opportunities across MENA, China's 'Going Global' economic policy, and...

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