Articles

Oil Price Collapse Leaves Economy Structurally Weaker

Oil & Gas / Angola / Thu 01 Jun, 2017

The Angolan economy will struggle to record similar levels of growth to those seen prior to the collapse in oil prices. Limited investment into the country's dominant hydrocarbons sector will weigh on growth, while structural obstacles undercut more rapid economic diversification.

Angola's economic recovery will remain slow over the coming decade

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Rice: Tightening US Market To Push CBOT Prices Higher

Commodities / Global / Wed 31 May, 2017

Although the ongoing tightening of the US rice market will help CBOT rice prices to average slightly higher on a y-o-y basis in 2017, prices will remain weak relative to recent years. Other grain prices will prove stronger in 2017, which will support rice prices somewhat this year. The fast rise in China's rice stocks poses downside risks to our

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Five Key Food Services Trends

Food & Drink / Global / Tue 30 May, 2017

Five key trends that will play out in the food services industry are being driven by the 'millennial' generation, which has significant demand for high quality, locally sourced food that can be pre-ordered before arriving at a restaurant or delivered at home. These are largely developed markets focused, with technology helping to drive change in

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Proton's Production Base A Launchpad For Geely In ASEAN

Autos / Malaysia / Fri 26 May, 2017

BMI View: The tie-up between Geely and Proton would provide a much needed capital injection to the struggling Malaysian car maker as well as offer access to new vehicle platforms, powertrains and technologies. Geely will benefit from access to Proton's under-utilised domestic manufacturing facilities which it could use as a production and export

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Global Commodities Strategy - Monthly Roundup

Commodities / Global / Thu 25 May, 2017

The outlook for commodity prices over the rest of 2017 remains neutral, with the exception of oil and grains, towards which we are more positive. Over a two-year horizon, we remain broadly constructive on commodities and expect prices to grind higher, driven by oil, non-ferrous metals, gold and agricultural commodities. We expect commodities to

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Volvo, Audi and Google Trailblazers In Infotainment

Autos / Global / Mon 22 May, 2017

Volvo and Audi's decisions to use Android-based infotainment systems provided by Google is a big step forward in the connected car space. It offers carmakers the opportunity to greatly enhance the appeal of their new models to today's consumers while cutting costs and allows Google to gain a stronger foothold in the valuable connected car market

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Top 10 Largest Construction Markets: Key Charts

Infrastructure / Global / Wed 10 May, 2017

In 2017 the US will be the largest construction industry globally in nominal USD terms, with China losing its top spot due to yuan weakness. China does have the largest pipeline of infrastructure projects in value terms, relative to the size of its construction industry; Japan has the smallest. Indonesia, India and China will be the fastest growing

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