China Crisis: Potential Scenarios For Commodity Prices

There is significant risk of a China economic growth crisis in 2017. While such a scenario could be severely negative for commodity prices, we believe this would not necessarily be the case. Ultimately, the policy response of central government to...

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North Korea To Rise Up Trump's Foreign Policy Agenda

North Korea's nuclear weapons programme will be one of incoming US President Donald Trump's key foreign policy challenges in 2017. Although Trump is likely to seek dialogue, this is unlikely to lead to a breakthrough, meaning that a crisis could...

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Europe GM Outlook

Europe will remain proportionally the smallest region for GM plantings in the world. Negative sentiment from EU citizens and lawmakers will continue to surround the technology, maintaining a challenging operating environment for seed companies and...

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Four Key Themes To Shape China's TMT Sector In 2017

We identify a few key themes that will shape China's TMT sector in 2017. Operators will see continued mobile and broadband subscriber growth, but face a more challenging market for user engagement. e-commerce sector growth will remain robust, with...

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Latin America Infrastructure: Key Themes For 2017

Continued fiscal constraints will limit public spending across Latin America in 2017, with countries which have prioritized institutional reforms aimed at enabling and attracting private investment set to outperform. Additionally, we highlight the...

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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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