Articles

• We expect cotton consumption in Bangladesh to remain subdued in 2023/24 at 7.8mn bales, a 1.3% y-o-y increase compared to 2022/23 and 11.4%  lower than the peak of 8.8mn bales reached in 2021/22.
• Factors that have weighed on cotton demand in Bangladesh and are expected to continue to do so in 2023/24 include macroeconomic challenges, energy

Commodities have displayed a weak performance over January-February 2024 in general, with more sub-asset classes seeing price declines in the year-to-date than not. In the main, renewed US dollar strength as markets continue to push back expectations for US Fed rate cuts has pressured commodities priced in the greenback, while positive supply

Latest Development: The preliminary estimates for Denmark's real GDP indicate an increase of 2.0% q-o-q in Q423. This is a significant acceleration from the upwardly revised 0.4% q-o-q growth seen in Q323. It was the second straight quarter of expansion and the fastest pace since Q221. On an annual basis, real GDP is forecast to have grown by 3

Key View

• Following our comprehensive special report covering the Red Sea crisis and its far-reaching implications we hosted a webinar during which we engaged with our audience through a series of polls.
• We captured their perceptions and predictions in response to our expert commentary on the Red Sea crisis. Notably, the majority of the

Key View: Egypt's expanding middle class will drive growth in the household goods sector across the forecast period, particularly within the household appliances sub-sector. There is considerable long-term potential within the sector, which remains relatively unsaturated and is attracting foreign investment. 

In North Africa, Algeria (4.4%

Key View

• Mexico’s proposed regulatory strategy will increase the availability and affordability of biosimilar medicines in the country.
• The enhancement of Mexico's regulatory policies for biosimilars will boost the country's domestic biopharmaceutical manufacturing sector.
• Mexico’s government focus on refining the regulatory framework

Key View

• We expect Mainland China to continue to lead the world in electric vehicle (EV) charging infrastructure development by a considerable margin.
• China’s high EV adoption rate and large fleet size will support EV charging infrastructure growth over our forecast period to 2033.
• We expect China's authorities to continue to support EV

Key View

• GCC markets will need to promote a more conducive R&D environment to ensure a sustainable pharmaceutical sector.
• A greater focus on biotechnology will be necessary to build a self-sufficient sector and lower import reliance for innovative therapies.
• Due to deficiencies in R&D and specialised human capital, we remain cautious

Key View

• The worse than expected contraction in Q423 Israeli GDP (-5.2% q-o-q) was a clear indication of the extent to which the war with Hamas disrupted domestic activity. 
• The magnitude of the Q4 contraction automatically subtracts 3.6 percentage points from the 2024 average and even though we look for some normalisation during the year

Key View

• Qatar’s healthcare expenditure will increase at a mid single-digit rate over the medium term supported by the government’s growing commitment to the sector. 
• Budgetary allocations for infrastructure development plans in 2024, particularly within secondary and tertiary care, will lead to a rise in hospitals over the medium term.