Articles

Bullish Break Signals Appreciation Ahead

With the rand pushing through several key levels of resistance in recent weeks, at ZAR13.20/USD and ZAR13.00/USD, we now anticipate continued, if unsteady gains over the coming quarters.

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Revenue Diversification To Justify Vodafone's FTTH Investment

As rivals are already deploying fibre, Vodafone's FTTH initiative will not fundamentally alter Ghana's broadband competitive landscape. However, it will help the company's revenue-diversification strategy as well as dilute the threat posed by MTN's...

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Kim Jong Nam's Death To Increase Regime Stresses

The assassination of Kim Jong Nam will raise stresses within the North Korean regime, as senior officials increasingly fear for their own wellbeing. No changes to foreign policy are likely, but the growing climate of fear is likely to increase the...

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Tourism And High Incomes Driving Investment In Luxury

Bahrain is one of our favourite luxury goods markets in the Middle East, with the segment set for strong growth on the back of high household incomes and a growing reputation as a retail tourism destination. The development of modern retail spaces...

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AT&T: Doubling Down On Convergence With Time Warner

AT&T is doubling down on its convergence and content strategy with its acquisition of Time Warner (pending approval) and the launch of its streaming service DirecTV NOW. The aim is to be able to offer premium and exclusive content to its...

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Myriad Challenges Create An Uncertain Future For Teva

The acquisition of the Actavis Generics continues to have a pronounced impact on Teva Pharmaceutical Industries' financial performance. Teva has returned to be a primarily generics-led company; its generics segment sales for Q416 and the full-year...

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Gold Miners Return To Cautious M&A Activity

Gold miners will make prudent returns to deal-making over 2017, as balance sheets slowly improve on the back of rising gold prices and cost-cutting measures. Nonetheless, companies will remain focused on reducing debt and retaining cash to protect...

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Diverse Drugmaker Opportunities But Risks Remain Firm

The pharmaceutical and healthcare markets of North Africa will continue to present sizeable commercial opportunities within MENA for international drugmakers. While discrepancies exist at the national level with regard to market attractiveness, when...

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Expansion Opportunities in Cafes and Casual Dining

We highlight strong growth potential in specialist coffee chains in Mexico amid growing levels of investment, while secondary cities beyond the capital offer large underdeveloped markets for casual-dining restaurants. Mexico's foodservices sector...

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