Articles

OPEC Deal Will Offer Economic Tailwinds For SSA Oil Producers

The decision by OPEC to cut production will see modest economic benefits for Sub-Saharan Africa's oil producers, offering modest tailwinds to fiscal revenues and investor confidence. Nigeria will be the big winner in the region, with stronger oil...

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Ageing Population To Boost Chronic Disease Burden

Increased longevity in Brazil will translate into higher demand for healthcare services, medicines and elderly care. This, and the expected growth of the country's ageing population over the coming decades, will have an unprecedented impact on the...

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Litany Of Risks To Stall Planned Power Projects

Our Key Projects Database (KPD) underscores our view that the economic malaise, gas shortages and capital controls will lead to the delay or cancellation of projects in the Nigerian power sector.

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By-Election Reversal Does Not Alter Brexit

The British government's path towards invoking Article 50 and leaving the EU will not be halted by the defeat for pro-Leave Independent and former Conservative MP Zac Goldsmith in the Richmond Park by-election. The Liberal Democrats, which took the...

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Key Themes For Oil & Gas In 2017

Stronger oil prices in 2017 will create more stability, supporting rebalancing in the market and new investment. The wider adoption of clean fuels standards and tapering fuels consumption growth will promote more downstream investment in...

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Asia Autos: A Stable Performer For Growth

Asia will not be the fastest growing market globally for vehicles sales in 2017, but its growth is more consistent and more evenly spread across the region. Asia will also follow our global view of emerging markets outperforming developed states for...

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OPEC: Initial Views On The Production Deal

The OPEC deal to remove 1.2mn b/d offers a powerful commitment to move the oil market into balance but relies heavily on compliance of both OPEC and non-OPEC participants. We initially see the deal holding, though maintain our oil price forecast of...

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Central Europe: Investment Rebound Key To Growth In 2017

Data from Q316 shows that economic growth rates in Central Europe (CE) have cooled significantly on the back of a sharp slowdown in fixed investment, highlighting the region's dependence on EU structural funding inflows. Private consumption growth...

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Quad-Play To Remain Limited Despite Sky's Entry

Sky's entry in the mobile market will have a limited impact on the demand for quad-play, as we believe BT is the core player to be driving that particular segment. However, its data rollover plans will disrupt an already competitive mobile market.

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