Articles

2018 Will Be Transformative For Migraine Treatment

Pharma & Healthcare / Canada / Fri 22 Sep, 2017

The approval of anti-calcitonin gene-related peptide (anti-CGRP) monoclonal antibodies for migraine prevention will be one of the standout developments in the central nervous system drugs sector in 2018. Novartis and Amgen will be first to market with Aimovig, followed closely by Eli Lilly and Teva Pharmaceutical Industries, and pricing will be a

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Palm oil: Tight Market For Now, Prices to Ease in 2017

Commodities / Morocco / Fri 22 Sep, 2017

MDE palm oil prices will remain supported on a two-to-four month horizon as current global supply is tight. Palm oil prices will ease significantly in 2017, as the temporary tightness in supply brought by El Nino in 2016 will dissipate. Palm oil will be one of the only commodities to average lower on a y-o-y basis in 2017, at MYR2,350/tonne

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Hyundai's CV Production Plans Face Strong Competition

Autos / Bangladesh / Tue 19 Sep, 2017

BMI View : Hyundai's plans to set up a CV production base in Indonesia will allow it to compete more price competitively in the local market but will face strong competition from the dominance of Japanese automakers. Robust CV demand across the ASEAN region will, therefore, provide a sales outlet from a challenging domestic market for the company's

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QE and World Growth Buoy Global Rating Outlooks

Operational Risk / Global / Tue 19 Sep, 2017

Global rating outlooks remain on an improving trend and are on balance less negative than at the start of the year across most rating sectors, Fitch Ratings says in its latest global Credit Outlook report. However, the improving outlook for global credit quality is underpinned by years of loose central bank monetary policy, including quantitative

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Power & Renewables Mid-Year Update: Key Themes For 2017

Renewables / Global / Tue 19 Sep, 2017

At the mid-way point in the year, we are assessing the performance of our Power and Renewables key themes for 2017 as outlined in December 2016 ( see 'Key Themes For Power & Renewables In 2017', December 2 2016). All of the themes we had identified have played out in a number of guises across the global power and renewables sector.

Auction

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Time For Lego To Go Online

Consumer & Retail / Global / Fri 15 Sep, 2017

Lego posted disappointing results in the first half of 2017, pushing the world's largest toymaker to cut 1,400 jobs and simplify its complex organisation structure. To boost its sales and revenue we believe Lego will have to delve deeper into leisure experiences such as virtual-play, online gaming and theme parks/movies in line with changing

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Risks From US Sanctions Mitigated For Now

Country Risk / Lebanon / Fri 15 Sep, 2017

Plans to expand US sanctions on Hizbullah, which would have had a negative impact on the Lebanese banking sector, have been watered down, in a positive development for the sector. This will enable banks to continue to grow deposits and assets at a robust pace, driven by improving confidence in the economy and a loyal depositor base.

We believe

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