Articles

Little Known About Trump's TMT Ambitions

Even though Donald Trump has said very little regarding his policy positions on the TMT sector, a change of perspective around many topics is likely. They include net neutrality, mergers and acquisitions, the power of Silicon Valley and the...

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Healthcare Forecast Revision Will Not Alter Outlook

While we expect a significant increase in healthcare spending in 2017, reflecting economic improvement, improvements to the healthcare sector will not be significant. Belarus' approved budget for 2017 includes a significant hike in public healthcare...

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Cutting Through The Hype: The Global EV Outlook

Global sales of alternatively fuelled passenger cars will expand at a strong average rate of 23.5% to account for 22.1% of all new car sales by 2025. However, at these rates of growth, pure electric and plug-in hybrid vehicles will remain a marginal...

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Development Finance: AIIB Comes Into Its Own

The success of the China-backed Asian Infrastructure Investment Bank (AIIB) in partnering with other development institutions to jointly finance infrastructure projects is a sign of further cooperation to come and cements our expectation that multi-...

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TASI Bull Run Unsustainable

The Tadawul All Share Index (TASI) has been in a bull run since the issuance of USD17.5bn of Eurobonds by the Saudi Arabian government on 19 October 2016. This is unwarranted, given that real GDP growth will slow further in 2017, and that Saudi...

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Neglected Industrial Heartland Proves Decisive

Republican presidential elect Donald Trump defied betting markets, pollsters, politicians and political strategists on both sides of the aisle. Many underappreciated the voters who feel left behind by the economic recovery and displaced by immigrant...

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