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• Following a predicted expansion of the Polish macroeconomy, we anticipate that both public and private healthcare sectors in Poland will experience robust growth.
• The utilisation of private healthcare services in Poland is expected to continue its upward trend, as an increasing number of individuals opt for a combination of public and

Latest: Under the direction of the Economy Ministry, the Banco Central de la República Argentina (BCRA), has enacted two interest rate cuts to the benchmark policy rate, totaling 20 percentage points. First from 70% to 60% on April 25 and then again to 50% on May 3. In its press release, the BCRA stated that the move was based on ‘rapid adjustment

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• The Czech National Bank (CNB) cut rates by 50bps to 5.25% on May 2 2024, as we had expected, while adopting a less dovish tone. This has prompted us to keep our end-2024 policy rate forecast unchanged at 4.25%.
• A firmer recovery in economic activity in 2024, which will drive higher inflationary pressure from H224, underpins our more-hawkish

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• Governments across the Asia-Pacific (APAC) region will continue to prioritise the enhancement of their pharmaceutical sectors as a critical component of state policy.
• Investment will be specifically devoted to improving market access and intellectual property (IP) barriers.
• Despite reforms, the region still lags behind developed markets

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• The European Union has pinpointed Sustainable Aviation Fuel (SAF) as a crucial component of its strategy to make aviation greener. 
• Despite the EU and many of its member states setting ambitious goals, substantial hurdles remain, particularly the cost difference between SAF and conventional jet fuel.
• The EU's SAF industry is heavily dependent

Please note: BMI is enhancing its risk analysis with a new scoring system following its acquisition of GeoQuant, a market-leading provider of political risk data. From March 27 2024, risk scores are inverted: zero now represents the lowest risk and 100 represents the highest risk. This allows for clearer, industry-standard assessments. For further

Latest Development: Several unrelated announcements focused on Brazil highlight the need for increased connectivity in rural areas to support and promote increased efficiency and productivity in primary industries such as agriculture. Satellite operator Intelsat is working with agriculture and infrastructure machinery vendor CNH, whereas Embratel

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• Sri Lanka’s economy returned to growth in Q323, and we think that output will rise by 4.0% in real terms in 2024. We have revised this forecast upwards following strong activity data in Q1 2024. 
• The recovery will be driven by rising household spending, increased manufacturing output, and a recovering tourism sector. 
• While we think that

Key View: In 2024, we expect Mexican consumer spending to slow but remain positive, driven by easing inflation, reduced interest rates, and a resilient labor market. Consumer confidence is at a post-Covid high, underpinning solid spending above pre-pandemic levels, despite signs of stagnation in retail sales growth. Slight increases in unemployment

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• We have lowered our forecast for Saudi Arabia's 2024 GDP growth from 2.4% to 2.1% due to a sharper than expected slowdown in the non-oil economy, as seen in Q1 2024.
• Oil production will normalise in 2024, putting headline growth in positive territory in the second half of the year, after a significant contraction in 2023 due to OPEC+