Articles

Zimbabwe Corn: El Niño Set To Negatively Impact Production

Agribusiness / Zimbabwe / Mon 19 Feb, 2024

Key View

  • We believe that below-average rainfall and above-average temperatures in Zimbabwe pose a downside risk to the domestic corn harvest in 2023/24. 
  • The negative impact of unfavourable weather conditions on agricultural production will be amplified by Zimbabwe’s macroeconomic difficulties, adding further pressure to domestic food
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Quick View: Withdrawals From ECOWAS Presents Headwinds To Pharmaceutical Trade And Sector Progress

Pharmaceuticals / Burkina Faso / Mon 19 Feb, 2024

The LatestOn January 28 2024, Burkina Faso Mali and Niger —collectively known as the Alliance des États du Sahel (AES) —formally declared their intention to exit the Economic Community of West African States (ECOWAS). Formed as a mutual defense pact following a coup in Niger and ensuing military threats from ECOWAS, the AES was established in

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Ireland EV Profile: Strong Incentives Propel Uptake, Influx Of More Affordable Models To Support Steady Demand

Autos / Ireland / Mon 19 Feb, 2024

Key View: Our outlook for Ireland's electric vehicle (EV) market in 2024 is robust. We forecast total EV sales to grow by 15.7% y-o-y to 38,400 units, implying an increase in the local EV penetration rate to 29.5%. Moreover, the arrival of new attractively priced EV models and the expected price parity between EVs and internal combustion engine

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Reserve Bank of Australia To Loosen In H2 2024

Country Risk / Australia / Mon 19 Feb, 2024

Key View 

  • We maintain our view that the cash rate has reached its peak at a terminal rate of 4.35%.  
  • Despite easing over the past year, headline inflation remains above the RBA's 2%-3% target at 4.1% y-o-y in Q4 2023, meaning the RBA is unlikely to cut in the near term.  
  • We think the RBA will only start easing in H2 2024, lowering the
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Malaysia's Economy To Accelerate In 2024

Country Risk / Malaysia / Fri 16 Feb, 2024

Key View

  • The Malaysian economy underperformed our 3.9% growth forecast for 2023, expanding by a modest 3.7%, indicating a softer growth momentum than initially expected. 
  • While we anticipate that the recovery in the coming quarters will be uneven amid tepid global demand, resilient investment activity and a tight labour market should boost
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