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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Cocoa: Trading Sideways Over 2017 Before Long-Term Uptrend

We have revised our cocoa price forecasts downwards and now expect prices to bottom and trade sideways over H117 before strengthening from Q417 onwards as fundamentals tighten. Beyond 2017, cocoa prices will trend gradually higher as the market will...

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Chinese Investment Adds Diversity, Upside To CEE Transport

Chinese investment in a cross-border rail project between Serbia and Hungary highlights the pivotal role of railway infrastructure in driving regional construction growth and aligns with our longstanding view on the Chinese ambition of establishing...

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CCCC's IDE Bid Reflects Global Acquisition Ambitions

The Chinese offer to purchase Israeli desalination company IDE Technologies reflects the former's strategy to bolster its technological expertise by acquiring foreign firms, as it seeks to simultaneously compete in the global desalination...

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Virgin Gets Ready For Mobile Disruption

The new mobile wholesale agreement between BT and Virgin Media will allow the latter more flexibility to be both proactive and reactive against market disruptions in 2017. However, as Virgin has been offering mobile services since 1999, we do not...

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Regional Instability Foremost Risk

Regional pressures will remain the most pressing concern for Serbia's government going into 2017. The delay by the Serbian Progressive Party to announce a candidate for the presidential election scheduled for April 9 is elevating domestic political...

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Competition Within Biologics Market To Intensify

The Chinese medicine market will be a top priority for biologic and biosimilar products. Industry sentiment towards the sub-sector is positive, as the expansion of private health insurance eases affordability constraints while reforms to the country...

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