Articles

Key View: Increasing incidence of labour strike action in the UK and Norwegian offshore infrastructure raises the risk to the timely completion of project timelines as well as the longer term investment attractiveness of the region.

• Unresolved labour disputes raise the risk of disruption to project timelines.
• Further striking and powerful

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

Key View: The upcoming elections in Indonesia, scheduled to be held in June 2019, pose a downside risk to the construction sector's growth outlook. China-backed projects are particularly vulnerable if foreign investment and the high levels of debt associated with infrastructure projects become politically contentious issues over the coming months.

Key View: Heightened regulatory and competition challenges will still weigh on DStv, even as it launches a streaming-only version of its service. Its efforts to adapt to changing consumer needs and industry paradigms are welcomed, but the intensifying OTT threat means that this transformation is not risk-free.

On the back of a steady decline in

Key View:

• Healthcare spending will continue to be repressed by austerity measures over the long term.
• Public healthcare financing remains uncertain and reform progress has been slow.
• The market will remain highly unattractive for drugmakers due to aggressive pricing policies and the clawback tax.

Forecasts:

Greece's healthcare market is

Temporary Stabilisation In Global Growth: Negative economic data surprises have started to abate, particularly in the eurozone, which suggests that global economic growth will remain relatively robust throughout 2018. We forecast the global economy to expand by 3.3% this year, which is below the consensus of 3.7%, on account of slightly below

Key View:

• Sub-Saharan Africa's healthcare market will continue to expand at pace with robust economic, demographic and epidemiological drivers in place.
• A rising chronic disease burden, large-scale urbanisation, and ageing populations will be major drivers of healthcare expenditure in the region.
• Despite this, the region's healthcare markets