Articles

Targeting South Atlantic For Big Barrels

As major companies edge closer to achieving cash flow neutrality at a lower oil price, risk tolerance will support a greater focus on underexplored offshore acreage, with the south Atlantic margin attracting growing interest.

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Nissan decision alleviating Brexit fears

Nissan's investment announcement has prompted us to revise up our passenger car forecast in 2019 and 2020. The investment and recent government announcements about its trade negotiation strategy for autos and its commitment to R&D have also...

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Three scenarios for monetary policy

Our core view remains that the Central Bank of Nigeria will enact a 200 basis points (bps) hike to the monetary policy rate at its November 2016 meeting, before improving macroeconomic conditions will enable a 200 cut in the second half of 2017....

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Thermal Coal: Rebound Is Unsustainable

Thermal coal prices will weaken over 2017 due to both stronger coal mine production and weaker demand growth in China. We expect Q416 levels to represent the peak of thermal coal prices for the next several quarters.

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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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