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The Latest: On November 20 2023, Grail announced that it will initiate the Real-world Evidence to Advance Multi-Cancer Early Detection Health Equity (REACH) study, which aims to assess the clinical impact of the Galleri multi-cancer early detection (MCED) test among Medicare beneficiaries in the US. This announcement comes after the FDA approved

Key View

• We have formed a baseline scenario for 2024 where we expect the formation of the first new multilateral technology export control regime since 1996, spearheaded by the US and including developed markets with a considerable share in global semiconductor manufacturing capacity.
• The key catalysts prompting the emergence of this regime

Key View

• We believe that Banco Nacional de Angola (BNA)'s benchmark policy rate will remain on hold over 2024, following a 100 basis-point hike in November.
• While inflation will remain elevated in 2024, weak economic growth will disincentivise policymakers at the BNA to tighten monetary policy further.
• Risks to our interest rate forecast are

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• Eli Lilly's major investment in Germany will intensify competition in the global diabetes and obesity drug market.
• Investment exemplifies a trend towards localisation in Europe, as pharmaceutical companies respond to supply chain vulnerabilities.
• However, the manufacturing in Europe does carry risks including higher operational

Latest Development: Preliminary results released by the Commission Electorale Nationale Indépendante (CENI) on November 20 showed that incumbent Malagasy President Andry Rajoelina of the Tanora MalaGasy Vonona party (TGV) is on course for a decisive first-round victory amid historically low voter turnout, following elections held on November 16 (

Key View

• The global wind industry's demand for industrial metals will grow 45% over the next decade, increasing from 12.7mnt in 2023 to 18.4mnt in 2032 amid capacity expansion and the growing size of turbines. 
• We expect copper to see the sharpest demand growth with consumption in 2032 increasing 60%, 106% and 157% across our metals demand

Key View

• We have raised our 2024 real GDP growth forecast for Venezuela from 3.7% to 5.8%, due to the temporary lifting of US sanctions on the oil sector.
• This will allow an expansion in oil production and export revenues, which will in turn help the government ramp up public spending while also keeping a lid on inflation.
• While we expect

Latest Development: Mobile network operators (MNOs) active in Indonesia’s telecoms market have partnered with the Ministry of Communication and Informatics (MCI) to deliver new incentive proposals to accelerate 5G deployment. Our view is that profitability boosts are unlikely to be obtained by amending regulatory charges surrounding the Non-Tax

The Latest: On November 3 2023, Sedar Global, a UAE-based retailer of luxury household textiles, expanded its presence with two new store openings in Al Malqa, Riyadh, Saudi Arabia and Reem Mall, Abu Dhabi, UAE. The new locations, which bring the total number of Sedar outlets to over 30 across 11 countries, offer a range of design options