Ofcom Takes First Steps Against BT's Dominance

Ofcom imposing spectrum caps should be taken as a warning by BT. While we do not think the incumbent will look to reverse the situation, this signals greater regulatory scrutiny in an area BT would like to keep the status quo: the future of...

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Trade Integration Would Survive An End To NAFTA

US President-elect Donald Trump will advocate a more protectionist trade policy over the coming four years, which could fundamentally reshape US trade relations with Canada and Mexico under the North American Free Trade Agreement (NAFTA). However,...

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Healthy Consumer To Continue Supporting Car Sales Expansion

We forecast growth of 9.2% in passenger car sales in Slovakia in 2017 as the combination of an outperforming economy, tightening labour market, ultra-low interest rates and weak inflationary pressures help fuel consumer spending and growth in the...

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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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