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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Dilution Of Anti-Corruption Laws Raises Instability Risk

Political instability and the risk of government collapse in Romania is rapidly rising, following the decision by the newly elected Social Democrat government to push through controversial measures to dilute anti-corruption laws and introduce...

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Tesco-Booker Deal: Moving In To Wholesale Is A Smart Move

Tesco's planned purchase of wholesaler Booker will open up opportunities in the fast-growing convenience and food services markets, while also boosting negotiating power with suppliers. We believe the deal will encourage further tie-ups and...

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What Our Clients Want To Know: Global Economy And SSA Outlook

In January, BMI hosted a series of meetings with a number of our clients in South Africa. Topics discussed included the global macroeconomic outlook, US policy direction under the recently inaugurated President Donald Trump and our key views for the...

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Asia To Lead The Global Renewables Race

Asia will drive global renewables expansion over the coming decade, as environmental policy implementation, the increasing cost-competitiveness of renewable energy and advances in green technology encourage deployment across countries in the region.

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Six Sectors To Watch In Latin America

Amid a rebound in the regional economy, several sectors in major Latin American economies are set for particularly impressive growth in the coming years. A survey of our industry research heads highlighted six hotspots including: Chilean healthcare...

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Looming Threat To Chinese EV Battery Suppliers

BMI View: Extensive government support systems and intervention will continue to drive growth in China's NEV industry with several clear beneficiaries. These policies will have a strong protective effect on Chinese battery suppliers in particular....

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