Articles

Radical Land Reform Unlikely In South Africa, But Recent Rhetoric Will Dent Investor Confidence

Operational Risk / South Africa / Fri 03 Aug, 2018

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

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France's Solar Expansion To Gain Momentum

Renewables / France / Fri 03 Aug, 2018

Key View:

  • We forecast installed solar power capacity in France to more than triple between 2017 and 2027.
  • Strong government support registered for the sector, ambitious long-term nuclear phase-down plans, and limited scope for conventional thermal power capacity expansion all support out positive outlook for solar power in France.

Forecast

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The Future Of NATO: Four Scenarios For The Coming Decade

Country Risk / Global / Thu 02 Aug, 2018

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

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CEE: Where Is China Investing?

Infrastructure / China / Wed 01 Aug, 2018

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
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Saudi Aramco's International IPO Under Threat

Country Risk / Saudi Arabia / Tue 31 Jul, 2018

Key View: The international listing of Saudi Arabia's national oil company Saudi Aramco seems increasingly out of reach, amid negative signals from the government, the lack of transparency over the operations of the company and the recently-announced SABIC deal. While this poses limited risks on the fiscal front, it could send a negative signal to

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Global Elections Round-Up: Last 12 Months

Country Risk / Global / Tue 31 Jul, 2018

In this article, we analyse presidential, legislative and select regional elections that have taken place across the world over the last 12 months. At the bottom of the article is a summary table with results of all the elections discussed listed in reverse order, with the most recent election first.

Asia

2018

Pakistan - July 25: Preliminary

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