Chinese Investment Adds Diversity, Upside To CEE Transport

Chinese investment in a cross-border rail project between Serbia and Hungary highlights the pivotal role of railway infrastructure in driving regional construction growth and aligns with our longstanding view on the Chinese ambition of establishing...

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CCCC's IDE Bid Reflects Global Acquisition Ambitions

The Chinese offer to purchase Israeli desalination company IDE Technologies reflects the former's strategy to bolster its technological expertise by acquiring foreign firms, as it seeks to simultaneously compete in the global desalination...

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Virgin Gets Ready For Mobile Disruption

The new mobile wholesale agreement between BT and Virgin Media will allow the latter more flexibility to be both proactive and reactive against market disruptions in 2017. However, as Virgin has been offering mobile services since 1999, we do not...

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Regional Instability Foremost Risk

Regional pressures will remain the most pressing concern for Serbia's government going into 2017. The delay by the Serbian Progressive Party to announce a candidate for the presidential election scheduled for April 9 is elevating domestic political...

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Competition Within Biologics Market To Intensify

The Chinese medicine market will be a top priority for biologic and biosimilar products. Industry sentiment towards the sub-sector is positive, as the expansion of private health insurance eases affordability constraints while reforms to the country...

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Trump Presidency: Three Scenarios For China

It is very likely that US President Donald Trump will be able to carry out some of his campaign promises against China due to the upswing in support against globalisation and the domestic perception that US jobs are being lost to China. Below, we...

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Fundamentals Aligning To Support Price Growth

Coordinated output cuts will support the market rebalancing that will draw down global stock levels, leading us to revise up our Brent crude forecast for 2017 to USD57/bbl. Downside risk to our forecast stems from the potential softening of Chinese...

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Crucial Reforms Still Off The Cards

Substantive economic and business environment reforms will remain largely out of reach in South Africa in the coming quarters, undermined by the current challenging economic conditions and deep divisions within the ruling African National Congress...

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Rafsanjani's Passing A Blow To Moderates Before Election

The death of Hashemi Rafsanjani is a major blow to the moderate bloc in Iran's political system, ahead of presidential elections in May. Rafsanjani was the reformist movement's major ally in the higher echelons of the Iranian government and it now...

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EUR: Short-Term Neutral, But Bear Market Not Over Yet

After being bearish on the euro throughout H216, we are neutral from a short-term perspective as excessive bearish sentiment and a narrowing of German yield spreads versus the US should prevent further weakness. However, a combination of rising...

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