Articles

Healthcare Won't Benefit From Rising Expenditure

Reductions in the payroll tax for healthcare contributions will have a negligible impact on public healthcare spending over the coming years given rapid increases in wages. Indeed, recently approved legislation aligns with the government's new...

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New Investment Law Adds Upside To Fuels Outlook

Myanmar's refined fuels consumption will see strong growth over our 10-year forecast period supported by favourable macroeconomic factors as well as robust growth in the transportation and tourism sectors. The imminent introduction of a new...

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Mediterranean Region A Bright Spot For Rental Cars

In 2017, sales to rental car companies will remain a bright spot in the passenger car markets of European countries along the Mediterranean coast (excluding Turkey). Tourist arrivals into European countries will continue to grow as tourists shun...

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UN Resolution Will Put Few Constraints On Israel

The adoption of a UN resolution condemning Israeli settlements in the West Bank will put few practical constraints on Israel, given the non-binding nature of recommendations and the radical change in US policies towards Israel, once Trump takes...

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Asia Infrastructure: Key Themes for 2017

Our outlook for the construction and infrastructure industry in Asia in 2017 remains stable, with outperformers in emerging and frontier Southeast Asian markets balancing slower growth in developed markets and China. Governments will play a larger...

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Improving Compliance Will Provide Edge In Insulin Delivery

Developments in insulin delivery will continue to be marked by efforts to improve therapy compliance. Novel delivery techniques and connected devices will provide a competitive advantage in a contested market that will remain lucrative due to the...

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Strong Revenue Growth Bodes Well For Fiscal Consolidation

The near-term shock from demonetisation and the delayed implementation of India's nation-wide GST system until late-2017 will not undermine the country's fiscal consolidation efforts. Instead, we expect these measures to be positive for revenue...

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