Articles

Key View: Few months onward from the imposition of tariffs on metals imported into the US, we look at the implications and impacts on various stakeholders. As trade war rhetoric between the US and China continues to escalate, uncertainty surrounding trade flows and metal prices presses on, with more negotiations and discord expected over the coming

Key View: China's footprint in the global power sector will grow substantially under the Belt and Road Initiative, as recipient countries will aim to attract Chinese investment to boost electrification levels while China seeks to export domestic power sector overcapacity. Coal will remain the core power technology export, which will lead to greater

Key View: The heavily indebted government of Tajikistan will seek to maintain strong relations with its creditors, particularly China, to avoid a sudden strain on its finances or heightened regional tensions. That said, the government's ability to meet its debt obligations is diminishing and this will prove a key source of political risk over the

Key View:

• Zimbabwe's general election is likely to deliver a victory for incumbent President Emmerson Mnangagwa.
• A democratically elected Mnangagwa administration is likely to push forward with much-needed structural reforms and bring Zimbabwe out of international isolation.
• The government's ability to support healthcare provision will remain

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

Key View: Many of the largest or geopolitically strategic Belt and Road (BRI) markets are also subject to elevated political and economic risks that will pose challenges to project implementation and progression. We also highlight rising opposition to Chinese investment from political and public groups in several BRI markets. This will be

The multiple risks to Turkish banks that led to widespread rating downgrades in July continue to threaten their credit profiles, Fitch Ratings says in a new report. Depreciation of the Turkish lira, higher interest rates and slowing economic growth pose significant risks to banks' performance, asset quality, capitalisation, funding and liquidity