Articles

Political Risks Underappreciated By Markets

Markets appear to be underpricing elevated political risks and the high degree of uncertainty facing the eurozone, stemming from both domestic and external factors. Despite strengthening eurozone economic data in Q416 and early 2017, we believe...

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Multiple Drivers To Accelerate APAC Battery Storage Uptake

Battery storage capacity deployment will gain traction in Asia over the coming decade, as policymakers and consumers intensify their efforts to integrate and adapt to an increasing supply of intermittent renewable energy. We believe the three market...

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Commodities Exports Sustaining Construction Industry Expansion

Ongoing investment into delivering Mozambique's commodities to international markets will help to sustain infrastructure industry growth over our forecast period between 2017 and 2026, even as the government's fiscal woes weigh on the development of...

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Pharmacy Expansion Bodes Well For Generic Medicines Outlook

South Africa's generic drug industry is well-placed to benefit from the expansion of the country's retail pharmaceutical sector. While expansion will create commercial opportunities for generic drugmakers, proposed regulatory changes will continue...

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Strong Interdependence Will Sustain Trade Relations

A heavy reliance on bilateral liquids trade between Canada and the US will anchor forthcoming negotiations and encourage pragmatism. Regional interdependence of oil and products trade will dominate for the foreseeable future given pipeline links and...

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Strong Spirits Outlook In Nigeria

Spirits will enjoy strong growth in Nigeria's alcoholic drinks market over our five year forecast period, outperforming other alcoholic beverage categories. Rising incomes and favourable demographics will help drive this trend, as well as a...

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Trump’s 7-Nation Travel Ban: Key Implications

US President Donald Trump’s executive order banning the citizens of seven Muslim-majority nations from entering the United States is likely to have the biggest external impact on Iran, politically and economically. In addition, the domestic backlash...

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Ambitious Fiscal Targets Unlikely To Be Met

While we project Russia's budget deficit to narrow on the back of higher oil revenues and a slowdown in expenditure growth, the government will fall short of its announced austerity targets given the still-weak economy and upcoming presidential...

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