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Although the downside for sugar prices will be limited in the coming weeks, we are bearish from spot levels over a multi-quarter horizon. The global market will continue to loosen in the coming quarters, especially with the strong post-El Nino rebound in production in India and Thailand. We expect the Brazilian real to weaken in the coming months

New MVNO players will contribute to transforming the Senegalese market from price to service-oriented competition. These new entrants will allow network operators to invest further in developing advanced services to grow revenues, when a new network operator would just exacerbate price competition.

The ARTP, the Senegalese telecoms regulator, has

BMI View: In Brazil, South Africa and Turkey, political risk is high and there is substantial uncertainty regarding various elements of economic policy. We expect all three economies to underperform versus emerging market peers over the coming years. Nevertheless, we continue to highlight a tactical opportunity in Turkish assets.

• Brazil, South

Global fuels demand will continue to grow over the next ten years according to our forecasts, though at a slower rate than seen in recent years. Improving vehicle efficiency will moderate passenger vehicle oil demand growth, though air travel, road freight and petrochemical demand will see an increase in use of oil.

Our long-term refined fuels

BMI View : India will overtake Japan to become Asia's second largest passenger car market by 2020 supported by robust economic growth, a rising lower middle class and steady expansion in private consumption. A rise in tax rates on cars and sluggish private consumption will see Japan fall behind India to become the region's third biggest car market

AINMT's investment will likely be a turning point for Nextel Brazil, given the Nordic company's fruitful experience in providing mobile data services in emerging markets. Given its alignment with one of Nextel's areas of expertise in catering to the enterprise sector, we expect the partnership to yield results, but not to greatly erode rivals'

Agriculture-related infrastructure investment will come into focus in Australia over the next 10 years and beyond as robust growth in the country's agricultural sector runs up against limited capacity in the existing transport network.

Agriculture will become an increasingly important driver of growth in Australia's infrastructure sector over the

On June 5, Saudi Arabia, Qatar, Bahrain, Egypt, Yemen and the Maldives moved to cut diplomatic ties with Qatar, accusing it of supporting terrorism. In this follow-up to our June 5 article, entitled 'Diplomatic Rift Presents Economic Risks', we briefly examine the reason for this decision and the implications, as well as answering a number of

The spat between SF Express and Cainiao over data ownership is part of the larger battle between Alibaba and Tencent for dominance, and demonstrates the importance of data for tech companies. Intense competition between the two Chinese giants in an increasing number of market segments (payments, cloud) will spill-over to overseas markets as

Indian handset brands would lose momentum if the planned new goods and services tax is introduced, while international players would have less incentive to 'Make In India'. Although demand for new phones would remain high, higher total cost of ownership of devices would lead to longer replacement cycles and lower usage of premium services supported