Articles

Key View

• We forecast that Kenyan growth will remain strong at 5.5% in 2024, broadly in line with the 2023 outturn of 5.6% (a revision from our previous estimate of 5.5%), following the release of Q4 2023 data that was broadly in line with our expectations, and upwards revisions to previous quarters.
• Growth in 2024 will be driven primarily by private

Key View

• The Dutch economy contracted by 0.1% q-o-q in Q124, according to the first estimate.
• We maintain our view that the gradual recovery of private consumption will be the main driver of growth in 2024.
• We maintain our expectation of a small yet positive contribution of gross fixed capital formation (GFCF) to headline growth.

The Dutch economy

Key View

• We anticipate that the Nordic countries will increasingly pursue cross-border partnerships to develop the local pharmaceutical industry and secure medicine supply. 
• A harmonised procurement approach across the Nordics is expected to result in competitive pricing and increased access to medicines, including high-cost advanced therapies.
• The

Key View

• Orthopaedic companies recorded growth again in Q1 2024, driven by smaller companies.
• Elevated procedure volumes continue to drive revenue growth for orthopaedics companies which are working to prevent supply constraints. 
• Some companies reported that they are increasingly investing in shoulder devices given the market has strong growth

The Latest: On May 2 2024, the Spain-based hospitality company Riu Hotels and Resorts opened a new resort in Trelawny, Jamaica. The Riu Palace Aquarelle resort is located in the town of Falmouth and will be Riu Hotels' seventh property in the market. The new resort will offer 753 all-inclusive rooms and amenities such as restaurants, swimming pools

Key View

• Singapore's LNG imports are set to rise as the country prepares to build a second import terminal.
• LNG demand is set to grow further in 2024 and beyond as Singapore’s government seeks to achieve carbon emission reduction targets.
• LNG bunker sales in the short term are expected to grow faster compared to other sectors.
• Given its well

Key View

• The announcement by Chile’s Ministry of Public Works of a USD17.6bn portfolio of concessions projects highlights continued government support for infrastructure concessions in line with longstanding policy and points to ongoing tender opportunities in Chile for infrastructure firms.
• Progress on the MOP’s concessions portfolio is likely to

Key View: We project arrivals to Kazakhstan to increase over 2024, following a full recovery to pre-pandemic (2019) levels in 2023. Over the medium term (2024-2028), we forecast Kazakhstan’s arrivals to continue to expand with growth driven by key source markets in the Central Asia region and supported by Kazakh Tourism’s increased marketing

Key View

• Thailand's public and private health expenditure will grow over our five-year forecast period, driven by the adoption of digital health technologies, medical tourism and an ageing population.
• Thailand will continue to integrate digital health solutions into its healthcare system to strengthen preventative care and manage its growing chronic