Articles

While ZANU-PF (Zimbabwe African National Union- Patriotic Front) appears to have won Zimbabwe's July 30 legislative election, the presidential election results have yet to be released, heightening uncertainty and unrest across the country.

• With both President Emmerson Mnangagwa (ZANU-PF) and Nelson Chamisa - leader of the main opposition

Key View:

• Financial pressures will make any bid for 5G spectrum difficult in the short-term.
• Acquisition of spare 3G and 4G spectrum is likely in order to cope with rising data traffic.
   

The Latest:

The Telecommunications Regulatory Authority of India (TRAI) has suggested that all spectrum within the 3300-3600MHz range be made available

The Latest: On July 31 President Cyril Ramaphosa announced a decision to push ahead with a constitutional amendment allowing for the expropriation of land without compensation in South Africa. This followed a two day meeting of the ruling ANC's top decision making body, the National Executive Committee. According to his statement, it had become

Key View: The NATO alliance is likely to remain intact with only minor expansion over the coming decade, as bureaucratic inertia prevents a dramatic reconfiguration of the organisation. Nonetheless, NATO faces downside risks to its cohesion and effectiveness, owing to diverging threat perceptions of its member states, and low levels of defence

Key View:

• China will continue to deepen its investment presence in the infrastructure markets of Central and Eastern Europe in service of its broader aim of increasing logistical connectivity throughout Eurasia.
• As such, we expect that China will maintain its investment focus on sectors that encourage cross-border mobility, such as transport

Key View:

• Substandard medicines undermine market attractiveness for drugmakers in China.
• Recent vaccine scandal will impact the country's long-held ambition to become a major player in the global pharmaceutical industry.
• Controversy around Chinese medicines further erodes public trust in domestically produced drugs.

Forecasts:

The Chinese

Key View:

• Myanmar's energy sector will benefit from PTT's overseas expansion strategy, as the state-owned looks to diversify away from the mature and saturated Thailand market.
• PTT's focus will be on natural gas, demand for which is expected to expand at a robust rate in Myanmar, alongside shifting government power policy.
• PTT investment will

Key View

• US President Donald Trump's unorthodox trade views will drive trade tensions at least through to the remainder of his term, posing considerable risks to the global trade framework.
• Negative knock-on effects for the US economy and for financial markets - which President Trump includes as measures of his success in office - will

Key View: The agribusiness sector's interest in blockchain is growing rapidly with trial programmes multiplying and companies devoted to the technology emerging quickly. The benefits of blockchain for agriculture are extensive from farmers to trading and food companies, especially in terms of supply chain efficiency and product traceability

Key View: We believe that bilateral relations between Kosovo and Serbia will remain cool over the coming years as they continue to hold fundamentally different views regarding the sovereignty of Kosovo. Kosovo is likely to strongly reject any ideas that would seek to divide the country, which will therefore keep the country's short- and long-term