Articles

Witches' Broom Curse And Low Quality Constrain Outlook

Brazilian cocoa production will grow at a moderate pace out to 2021 as the sector remains impaired by the consequences of the witches' broom disease which decimated output 25 years ago. We see more opportunities in cocoa grindings with Brazil...

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Chronic Disease Rise To Encourage Proactive Public Health Tools

The rapidly growing burden of non-communicable diseases in South Africa will reinforce the appeal of dietary taxation as a public health tool. While traditionally this tool has been more common in developed markets, governments in emerging markets...

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Snap: More Twitter Than Facebook

We believe that Snap, which has just filed its IPO, is more likely to be the new Twitter than the new Facebook. Four reasons underpin our view: strong market competition, low prospects for profitability, an unclear business model and weak corporate...

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Progress On Fiscal Consolidation Will Placate EU Officials

Spain will make headway in reducing its fiscal deficit over the next two years, although it will fail to bring it in line with the EU's 3.0% of GDP limit by 2018. Public debt will gradually decline and borrowing costs, while rising, will remained...

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Strong Dollar Accentuates Slower CE Spending Growth Outlook

In extending our forecasts for spending on consumer electronics equipment and associated products through to 2021, much slower rates of growth have come to bear on our Risk/Reward Index for the Americas. This is most evident in reduced Industry...

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Two Countries At Risk From An Autos Trade Shake-Up

In line with our view that free trade uncertainty will be a key theme for the industry globally in 2017, we have identified countries that have carved out a niche as global export bases and as such, might be at risk in the event of a major shake-up...

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Status Of Trump Infrastructure Plan - Q&A

Trump's widely touted USD1trn infrastructure package continues to be clouded by uncertainty over funding source, scale, and even what will be considered "infrastructure" under the plan.

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Tax Burden To Limit Pharmaceutical Market Attractiveness

Brazil's punitive tax regime on pharmaceutical products will remain a drag on investment from multinational drugmakers. The decentralised nature of the tax system will prohibit a top-down change agenda, and recent increases in state taxes highlight...

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Daimler, Uber Offer New Autonomous Taxi Business Model

A cooperation agreement to allow Daimler's self-driving vehicles onto Uber's ride-hailing platform in the coming years represents a new type of business model that could shape the future of self-driving taxis. The new model brings with it clear...

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