Robust Growth Ahead Despite Brexit And Trump

Ireland's economic growth will decelerate over the coming years, as the broad-ranging effects of the Brexit vote and the election of Donald Trump as President of the United States will weigh on exports and foreign direct investment. Notwithstanding...

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Cuts To Corporate Tax Rate Will Attract Drugmakers

A reduction in Hungary's corporate tax rate will incentivise multinational pharmaceutical firms to base their CEE operations in the country. As of January 1 2017, the country will have the lowest tax rate in the EU, compounding the attractiveness of...

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V2V Mandate Lays Autonomy Foundations

A mandate for new light vehicles to have vehicle to vehicle communication technology will not only improve safety, but also lay the groundwork for rolling out autonomous cars. Suppliers and technology companies with key components of this technology...

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Broad Decline In Inflationary Pressures Ahead

CPI Inflation in Iran will head higher over the coming months following the 12% devaluation in the currency in August. After this one-off shock, we do not expect any further significant devaluations in the currency and thus, along lower input costs...

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On Top After OPEC Deal

Russia will benefit substantially from its commitment to the non-OPEC cut through the deals it has subsequently secured with OPEC members. While Russia will reduce production by nearly 300,000b/d by May, average production over H117 and exports will...

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Questions To Consider In 2017

While our core view is that the telecoms and tech markets will experience business as usual in 2017, a number of events could drastically change the outlook. While not our core views, we believe it is important to set them out, and point out the...

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What Could Cause A Commodity Price Spike?

A commodity price spike is one of our 'hidden risks' for 2017, along with several other low-probability but high-impact events. Current market consensus, as well as our own view, is for only modest commodity price gains in 2017. Nonetheless, a broad...

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PSD Victory Will Yield Little Change In Policy

Romania's Social Democratic Party (PSD) is on course to lead the country's next government having trounced the opposition centre-right National Liberal Party in the December 11 general election, according to preliminary results. A PSD-led government...

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Fox Looks For Control And Scale With Sky Deal

Fox's second attempt to buy Sky is way to get more control and scale in an ever-changing content landscape. The global ambitions of both Netflix and Amazon make it imperative that the market will consolidate, even as content rights continue to...

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Early Elections Likely Following Impeachment Vote

South Korea is likely to hold early presidential elections in 2017, bringing them forward from December 2017, following President Park Geun-hye's impeachment by parliament on December 9. While Park intends to fight the impeachment, we believe she...

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