Articles

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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Populists Gaining Support Ahead Of 2017 Election

The anti-establishment party, Action for Dissatisfied Citizens (ANO), emerged as the political dominant force following senate and regional elections held in October. This puts the party in pole position ahead of the parliamentary elections in 2017.

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Operators Still Looking For Ways To Monetise Data

Operators are still looking to drive revenues outside of their core competencies. Personal data and its accompanying analytics can provide such a revenue stream, but operators will face the dual challenge of entering a competitive market and facing...

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