Articles

Bayer's lowered financial outlook for 2017 reflects a weaker-than-expected performance within the Consumer Healthcare business, which will remain a key concern among shareholders. As the US becomes increasingly saturated with consumer health products, further inroads into emerging markets and Europe will prove critical for Bayer towards securing

Three's purchase of Tele2 Austria will intensify competition in the converged services market. Its decision to focus on the enterprise and IoT market is sound, given the entrenched positions of A1 and UPC in the consumer space, but upselling converged services to Tele2 customers will likely meet with limited success in the crucial short to medium

Merck KGaA's emerging market growth strategies will continue to expand and diversify the company's commercial operations. While the developed markets will maintain a dominant share of the company's business operations, Merck KGaA continues to roll out a host of healthcare projects in key emerging markets. The multinational drugmaker's product

The deal between Verizon and GM reinforces our view of a Kindle Model when it comes to telematics connectivity. Car manufacturers want one single provider, which major telecoms operators are best placed to offer. Car manufacturers also need connectivity to turn vehicles from products into services.

Verizon and General Motors (GM) have announced a

Digi's acquisition of Invitel creates a much-needed strong third national converged services provider and the expansion will boost consumer choice as well as the digital economy. The deal also aligns with our view that 2017 will see increased M&A activity amongst smaller players in the fragmented CEE telecoms markets.

Digi, the Hungarian wireline

BMI View: New deals between companies developing self-driving car technologies and rental car companies have highlighted a new business model for the future of self-driving taxi services. The model offers important advantages for carmakers and tech players seeking economies of scale for the day-to-day management of their fleets without having to

Greater energy cooperation with the US - as recently announced by the two countries' energy ministers - will contribute to making Mexico one of the most dynamic power markets in Latin America. Increased cross-border electricity trade and greater access to natural gas for its expanding thermal power fleet are key benefits that Mexico stands to get

Global Growth: Our global forecasts remain well-positioned, and world real GDP growth is still on track to meet our 2.9% projection for 2017, while accelerating slightly to 3.0% in 2018. We have revised up our eurozone real GDP growth forecasts on the back of surprisingly good data in H117 but we had already been above-consensus on the bloc's

Policymakers continue to face a multitude of challenges across the world's largest economies. We highlight several key themes in the fiscal and monetary policy spheres.

• In several developed markets, a shift away from fiscal austerity is tangible, as the limits of monetary stimulus are tested and governments face 'austerity fatigue'.

2016/2017 cocoa output in Cote d'Ivoire is still on track to surpass the record harvest recorded in 2015, despite heavy rain in recent weeks. Production has peaked and we forecast production to decline in 2017/18, but Ivorian producers will continue to contribute to global oversupply this year and next, so the recovery in prices out to 2021 will be