Articles

IOCs Continue Clean Energy Push

A new framework deal between Eni and GE for the collaboration in development of renewable energy projects reaffirms our core long-term view that IOC's will look to increase their exposure to the renewable energy space.

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Smart Cities Initiative A Boost For Construction

India's Smart Cities initiative will have an immediate focus on modernising and developing the country's core urban infrastructure, which are necessary to facilitate the greater integration of smarter technologies.

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Anti-Trade Measures Would Weigh On The Southeast

Looming uncertainty over the threat of anti-trade policy imposed under a Donald Trump presidential administration will weigh on the states within the US Southeast that have broadened their export sectors and invested heavily in integrating their...

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Jordan And Dubai Are Regional EV Bright Spots

Jordan and Dubai provide the best opportunities for increasing EV adoption in the Middle East through a mix of incentives, infrastructure and state fleet usage. Iran is a nascent market but offers long-term potential thanks to its existing...

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Economic Outlook Remains A Hindrance For Drugmaker Revenues

The deteriorating political and economic outlook in Latin America is increasing the risks to multinational drugmakers' regional growth. Currency depreciation/devaluation continues to be a drag despite a rebound in emerging market foreign exchange...

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Trump's Legislative Agenda Will Not Be Smooth Sailing

Since Republican Donald Trump unexpectedly defeated Democrat Hillary Clinton in the US presidential election on November 8 and the Republicans preserved their majorities in the Senate and House of Representatives, expectations of policy gridlock...

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Key Risks For Volkswagen In 2017

Volkswagen Group's strategy to transform the company into a greener, leaner and more high tech organisation will increase operational risks for the company given that it is struggling to deal with already bloated cost overheads. Added to this, lost...

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Integrated Players To Move Further Downstream

Integrated oil and gas companies will step up their strategic focus on petrochemicals and specialty products as the outlook for more refined fuel demand growth looks weak over the coming decade. We anticipate that from 2017 onwards this trend will...

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Referendum Primer: Both Outcomes Come With Risks

The highest probability outcome of Italy's December 4 referendum is that a 'No' vote prevails, leading to the resignation of Prime Minister Matteo Renzi and the appointment of a caretaker government. Even in the lower-probability scenario of a snap...

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