Articles

Key View:

• There is increasing political will in Egypt to develop the healthcare sector.
• Legislative changes and financial backing from the World Bank will boost the success of Egypt's healthcare reform project.
• Healthcare reforms pose upside risks for drugmaker opportunities.

In July 2018, the World Bank announced plans to invest EGP9.5bn

• Sri Lanka's healthcare market has significant growth potential.
• Financial backing from the World Bank will boost the success of Sri Lanka's healthcare reform project.
• Private healthcare providers will continue to build their presence in the country.

Forecasts:

The healthcare spending in Sri Lanka is forecast to expand to LKR483.0bn (USD2.9bn

On paper, the Khartoum Declaration of Agreement holds substantial upside to South Sudan's oil production. However, the degree of damage inflicted on South Sudan's oil production in recent years and major barriers to the deal's implementation will continue to crimp the country's output.

• The Khartoum Declaration holds significant upside potential

• Economic uptick in Mongolia will spur private consumption as incomes rise and consumers remain optimistic about the economic trajectory of the country.
• Numerous retailers have been entering the Mongolian market, particularly South Korean companies which are diversifying their portfolios into emerging markets.
• Inflation, while below the

Key View: Kiribati released the KV20 in July, which outlines the government's long-term development plans for 2016-2036. Although the growth targets are overly ambitious, we see the blueprint as generally positive for the economy. We are revising our average real GDP growth forecast upwards to 2.7% per annum over the coming decade (from 2.0%

Key View:

• Mexico remains a key medicine market in Latin America.
• Ageing population and a rising chronic disease burden continues to fuel opportunities for drugmakers.
• Weak regulatory environment and cost-containment measures threaten innovative drugmakers.
   

Forecasts:

The value of Mexico's pharmaceutical market reached MXN189.68bn (USD10

Key View: Incumbent Zimbabwean President Emmerson Mnangagwa is likely to retain his office in the country's upcoming general election on July 30, presaging a period of political stability and economic reform. While many of the government's senior officials are carryovers from the ousted Mugabe regime, a democratically elected Mnangagwa

The latest: The chances of a second consecutive Czech rate hike have increased. This follows from a July 24 interview of Czech National Bank (CNB) board member Vojtech Benda, who told Bloomberg that he saw room for debate on a further rate hike at the next rate meeting on August 2. Benda's tightening calls were backed by the CNB's Chief Economist

Key View: Investment in Tajikistan's transport infrastructure sector over the next decade will primarily be driven by two factors: the critical need to rehabilitate and upgrade domestic road networks, and the expansion of regional transport links on the back of China's Belt & Road initiative. As a landlocked country, the road and rail segments will

Key View:

• Increased cost-containment across Europe will result in greater consumption of lower margin drugs.
• Consolidation and vertical integration of medicine wholesale and retail markets is increasing.
• Drugmakers may improve market access in Central Europe but revenues may be repressed.

Transformation of the pharmaceutical supply chain