Articles

Takeda raise guidance after strong performance

Takeda's transformation roadmap is starting to translate into improved financial performance, as demonstrated by the company raising its guidance, albeit only marginally. The company's near-term prospects are increasingly defined by the ulcerative...

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Xi's elevation to further strengthen his position

The sixth plenary session of the 18th CPC Central Committee saw the elevation of President Xi Jinping's political status to the 'core' of the party's leadership while the party's disciplinary rules were strengthened. We believe that these changes...

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Colombia - Q1 2017

Colombia has successfully implemented a wholesale electricity market. Operating since 1995, trading is carried out between generating companies, marketers and large consumers through medium-term bilateral contracts.

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Connected cars should not be Qualcomm’s sole focus

Qualcomm must look beyond the obvious 'Connected Car' opportunity if it acquires NXP Semiconductors. Although the move into the Autos sector is long overdue and will replace weakening income from the traditional smartphone and mobile computing...

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AB InBev to tap SABMiller's Africa expertise

The completed acquisition of SABMiller by AB InBev provides the company with a strong foothold in Africa, where rising incomes, increasing formalisation and youthful demographics offer vast opportunities for volume expansion. We highlight Ghana as a...

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Protracted recovery amid non-hydrocarbon slowdown

Hydrocarbon production returning to growth and continuous investment in infrastructure projects will support economic growth in Qatar, continuing to outperform its Gulf peers. Weak business confidence amid the protracted period of low oil prices has...

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Wind out of Brent's sails for now

We believe that bearish fundamentals and dampening sentiment, when combined with weakening technicals, makes a significant downwards move in crude prices increasingly likely over the coming weeks. This is due to our scepticism around OPEC's output...

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The use of technology will improve healthcare delivery

The need to improve healthcare access and advance healthcare delivery efficiency will drive the implementation of healthcare technology across the Middle East. The uptake of information health systems and telecare initiatives in the region will be...

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