Vote Recount Efforts Will Fall Short

Efforts to conduct a vote recount in the states of Wisconsin, Michigan and Pennsylvania will fall well short of displacing Donald Trump from the presidency before 2017. However, the recount efforts will provoke debate about the relevance of the...

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Healthcare Expenditure Will Continue To Expand

Turkey's healthcare system is dominated by public expenditure. We foresee that this will continue over the long term, with growth to remain high as the country expands its access to services while also investing in higher quality infrastructure....

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Heating Policy To Provide Favourable Gas Backdrop

Increased demand for heating will ensure China's appetite for natural gas imports remains elevated over the winter months. The outlook for the longer term remains equally positive, with the government expected to enact further pro-gas policies to...

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Autumn Statement Addressing Drags On EV Sales

The Autumn policy statement in November by the UK government set out a policy framework that promises to further support EV sales, which will ensure the UK remains a major player in the European EV market.

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Weekly Market Views: Dollar Overbought And Set To Weaken

After a huge rally over the past few weeks following Donald Trump's election victory, which has taken the US dollar into overbought and overvalued territory, a period of weakness now seems likely. Fed interest rate hike expectations have soared over...

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Global Agribusiness Post US Election: Winners And Losers

We expect agricultural equities, represented by our modified Bloomberg Food Index, to outperform major equity benchmarks over the coming quarters as a rebound in earnings will see improved share price performance. Agribusiness companies will broadly...

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Fillon In Pole Position For the Presidency

After emerging as the clear winner in the second round of the Les Républicans primaries, François Fillon is now in pole position to become France's next president in May 2017. However, while many of his right-wing policies will resonate with voters...

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Week Ahead: India's GDP To Outperform Despite Headwinds

India will be releasing its Q2FY2016/17 (quarter ending September 2016) GDP figures this week and we expect them to reflect the continued strength of the manufacturing and services sectors. Meanwhile, Sri Lanka will be holding its monetary policy...

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