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The Latest: On October 26 2023, leading South African food manufacturer, Tiger Brands, launched a ready-to-drink (RTD) Jungle Oat Drink range. The new Jungle Oats RTD range is marketed as a functional breakfast or snack and will come in five flavours, each offering different functional benefits: Original – heart health, Banana – brain function

The Latest: On December 21 2023, a letter sent to House Budget Committee Chair Jodey Arrington (R-TX) and Michael Burgess (R-TX) reported that the Congressional Budget Office (CBO) anticipates pharmaceutical companies will increase list prices for new drugs while simultaneously offering larger rebates in response to policies found within the

Key View

• As we signalled was likely in December, we have revised up our forecast for US real GDP growth in 2024 from 0.8% to 1.4% (Bloomberg consensus: 1.2%), following an estimated 2.5% expansion in 2023.
• Looser financial conditions look to have helped growth remain above trend in Q423, with some of this momentum likely to be sustained into

Key View

• Mainland China’s crude oil imports in 2024 are set to rise as the government raised import quotas for private refiners.
• Refining capacity additions are set to support crude oil imports in the short and medium terms.
• Resurgent fuel demand is expected to maintain higher utilization rates, generating upward pressure on crude oil

Key View: We forecast real household spending in Saudi Arabia to normalise in 2024 as spending returns to a more steady growth trajectory. We expect the positive outlook in non-oil activity, through Vision 2030, and expected interest rate cuts in Q224 to support the wider economic recovery and consumer spending in 2024. There are downside risks

Key View

• The Australian government released in Q423 the Australian Cyber Security Strategy 2023-2030, a seven-year plan to foster the country's cyber resiliency.
• Our view is that the Australian cybersecurity industry is poised for an overall growth trend in the coming decade as the government funds new strategic investments in underdeveloped

The Latest: On January 4 2023, Roche achieved a significant milestone by initiating its pioneering first-in-human (FIH) clinical trials for a rheumatology indication in Malaysia. This marks Malaysia as the first market within the Asia-Pacific region to participate in such studies and positions Malaysia as the seventh global participant in Roche's

Key View

• Vodafone Turkey's latest 'state of the market' report highlights a number of structural and regulatory deficiencies that continue to impede the country's efforts to use digital services and infrastructure to transform its economy.
• The operator correctly identifies the spectrum bottleneck and fibre investment constraints as being the

Key View

• We anticipate the Bank of Japan (BoJ) to raise its policy rate to 0.00% in H124. Additionally, we foresee the possibility of increased flexibility in yield curve management commencing in Q124.
• Our interest rate outlook aligns with the recent improvements in inflation, which eased in November to its lowest rate since July 2022