Articles

Brandless Taking Industry Cues From Successful FMCG Startups

Corporates / Wed 02 Aug, 2017

New FMCG startup Brandless is targeting a number of trends in the industry that will offer it strong growth potential over the next five years. In particular, low costs, direct-to-consumer subscription model, niche branding, appealing to 'millennial' preferences and limiting choice will all help to boost sales.

July 2017 saw the official launch of

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Mobile Competition Welcomed, But MTN Hard To Beat

Telecommunications / Swaziland / Wed 02 Aug, 2017

The launch of Swazi Mobile brings some much-needed competition to Swaziland's mobile market. However, incumbent MTN was quick to reduce its tariffs and will benefit financially from network sharing, demonstrating that it will not be easily displaced by the privately owned newcomer.

Swaziland's second mobile network operator launched in 28 cities

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Robust Corporate Profits Shaping Brighter CV Sales Outlook

Autos / Japan / Tue 01 Aug, 2017

Strong corporate profit momentum in Japan will be the main factor shaping our brighter outlook for the CV segment in 2017 as capital expenditure by businesses translates into spending on new LCV fleets in particular. Growth in heavy truck sales will remain subdued as weak construction sector activity tempers demand for these heavy duty vehicles.

W

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Tele2 Buy Only Way Up For Three In Saturated Market

Telecommunications / Austria / Tue 01 Aug, 2017

Three's purchase of Tele2 Austria will intensify competition in the converged services market. Its decision to focus on the enterprise and IoT market is sound, given the entrenched positions of A1 and UPC in the consumer space, but upselling converged services to Tele2 customers will likely meet with limited success in the crucial short to medium

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Opportunities For Expansion In Key Emerging Markets

Pharma & Healthcare / Africa / Sat 29 Jul, 2017

Merck KGaA's emerging market growth strategies will continue to expand and diversify the company's commercial operations. While the developed markets will maintain a dominant share of the company's business operations, Merck KGaA continues to roll out a host of healthcare projects in key emerging markets. The multinational drugmaker's product

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Verizon/GM Deal Reinforces Kindle Model View

Telecommunications / Global / Thu 27 Jul, 2017

The deal between Verizon and GM reinforces our view of a Kindle Model when it comes to telematics connectivity. Car manufacturers want one single provider, which major telecoms operators are best placed to offer. Car manufacturers also need connectivity to turn vehicles from products into services.

Verizon and General Motors (GM) have announced a

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Consumer Choice To Benefit From Digi-Invitel Acquisition

Telecommunications / Hungary / Wed 26 Jul, 2017

Digi's acquisition of Invitel creates a much-needed strong third national converged services provider and the expansion will boost consumer choice as well as the digital economy. The deal also aligns with our view that 2017 will see increased M&A activity amongst smaller players in the fragmented CEE telecoms markets.

Digi, the Hungarian wireline

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New Business Model For Self-Driving Taxis Emerging

Autos / Global / Wed 26 Jul, 2017

BMI View: New deals between companies developing self-driving car technologies and rental car companies have highlighted a new business model for the future of self-driving taxi services. The model offers important advantages for carmakers and tech players seeking economies of scale for the day-to-day management of their fleets without having to

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US Cooperation To Boost Power Sector Opportunities

Power / United States / Tue 25 Jul, 2017

Greater energy cooperation with the US - as recently announced by the two countries' energy ministers - will contribute to making Mexico one of the most dynamic power markets in Latin America. Increased cross-border electricity trade and greater access to natural gas for its expanding thermal power fleet are key benefits that Mexico stands to get

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