Articles

US China Trade Confrontation: Most Exposed Sectors

Rising US protectionism against China is highly likely in 2017 and China's manufacturing sector will bear the brunt of such measures. Although China has more to lose from a trade war given the enormous trade surplus it runs with the US, we would...

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SmarTone To Gain From IoT Enterprise Market Segment

Cisco Jasper's partnership with SmarTone in Hong Kong leverages growing demand for IoT solutions for enterprises in Asia's developed telecoms markets. It is an opportunity for SmarTone to diversify its services by targeting a promising market...

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Asia Autos RRI: Strong Policy Ranks Asia A Solid Second

Asia Pacific's Autos sector ranks second only to Europe in our Risk/Reward index (RRI) for the global Autos industry with a regional average 'Rewards' score of 42.8 out of a possible 100 and a 'Risks' score of 63.8 out of 100, where a higher score...

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Risk Factors To Drive Non-Communicable Disease Medicine Demand

High levels of alcohol and tobacco consumption in Central and Eastern European markets will continue to define the disease burden profile, and consequentially drive drugmaker opportunities. Multinational pharmaceutical firms will experience high...

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MENA Infrastructure: Key Themes For 2017

2017 broadly signals a more positive outlook for the MENA infrastructure markets, which will benefit from oil prices starting an upwards trend and the corresponding general improvement in investor sentiment. Growth in key markets will tick upwards,...

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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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