Australia's Consumer Outlook Slowing

Australia's consumer market is set to experience a slowdown in consumer spending on the back of a gradual decline in disposable incomes. Slowing economic growth will further weigh on the country's private consumption outlook over 2017, as spending...

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Teva: Acquisition-Driven Revenue Growth

Teva's Q316 performance was driven by the acquisition of Allergan's generic business, Actavis. As the company's organic business underperformed in both the generic and speciality divisions, investors will remain concerned about competitive pressures...

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China's New Cybersecurity Law: Cementing Data Sovereignty

China's new Cybersecurity Law cements the government's goals to preserve data sovereignty and will ensure Chinese dominance in the cloud computing and datacentre space. A boost for the domestic datacentre market, it will however be a burden for...

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Regime Unthreatened By Challenges Of Succession

The concentration of power in the approach to the planned succession of the Angolan president, José Eduardo Dos Santos, will exacerbate public anger at the country's lack of democratisation and increase the chances of violent protest during the...

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Optimistic Draft Budget Storing Up Risks

Greece will fall short of the fiscal targets laid out in its 2017 draft budget, as its forecasts for real GDP growth and future primary budget surpluses are too optimistic. The showdown between the IMF and Berlin over debt relief poses a threat to...

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M&A To Dominate Merck KGaA's FY16 Growth Story

Merck KGaA will maintain its steady performance in FY16, with inorganic revenues driving growth. The fertility franchise will become increasingly important to organic growth as the company's MS injectable, Rebif, faces competition. The rapid...

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Metal Prices: Trumped Up Spike To Wind Down

We expect metal prices to come down in the coming weeks following the steep post-US election gains, due to the winning candidate's infrastructure plan disappointing expectations. Our medium-term outlook for industrial metal prices remains positive,...

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What Our Clients Want To Know: SSA Energy Landscape

In October/November, BMI attended a series of meetings in South Africa, engaging with key stakeholders from the Sub-Saharan African (SSA) energy market - ranging from utilities, Oil &Gas firms, Mining companies, Infrastructure companies,...

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