Articles

Green Policy In Slovenia To Remain Divisive

Political Risk / Slovenia / Thu 30 May, 2024

Key View

  • We expect environmental policy to continue causing political divisions in Slovenia.
  • Climate-friendly heating will remain a wedge issue in Slovenia’s green transition.
  • This comes alongside concern that the cost of Slovenia’s green transition could be high due to the policy’s structural features.

With the European parliamentary elections

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Australian Banks Are Demonstrating Resilience, But Tight Margins Are Weighing On The Bottom Line

Banking & Financial Services / Australia / Thu 30 May, 2024

Key View

  • The Australian banking sector has strong capital adequacy, and all banks in the market comfortably exceed the minimum regulatory capital requirement by a considerable margin.
  • We expect that there will be a slight rise in non-performing loans over the remainder of 2024 as tight monetary conditions and weakening corporate earnings from slowing
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India EV Profile: Easing Import Barriers Will Boost EV Adoption

Autos / India / Thu 30 May, 2024

Key View: The continued decline in global battery costs and rising EV production in India will drive passenger EV sales to grow by 13.7% y-o-y in FY2024 and by 27.8% y-o-y in FY2025. We expect Tesla's arrival in late 2024 or early 2025 to boost the Indian EV market, given the strong pent-up demand for the brand. This could also lead consumers to

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Ongoing Headwinds To Cap Recovery In PNG

Country Risk / Guinea / Mon 27 May, 2024

Key View

  • We now forecast real GDP growth of 4.1% in Papua New Guinea in 2024, down from our previous forecast of 4.4%.
  • While a recovery in mining exports will drive an acceleration in growth, elevated political instability, renewed inflationary pressures and tighter monetary conditions remain headwinds to domestic demand.
  • Risks are skewed to the
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