Articles

AINMT Investment To Revitalise Nextel

Telecommunications / Brazil / Thu 08 Jun, 2017

AINMT's investment will likely be a turning point for Nextel Brazil, given the Nordic company's fruitful experience in providing mobile data services in emerging markets. Given its alignment with one of Nextel's areas of expertise in catering to the enterprise sector, we expect the partnership to yield results, but not to greatly erode rivals'

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Agricultural Infrastructure To Come Into Focus

Infrastructure / Asia / Wed 07 Jun, 2017

Agriculture-related infrastructure investment will come into focus in Australia over the next 10 years and beyond as robust growth in the country's agricultural sector runs up against limited capacity in the existing transport network.

Agriculture will become an increasingly important driver of growth in Australia's infrastructure sector over the

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What Our Clients Want To Know: GCC Diplomatic Crisis Q&A

Country Risk / Qatar / Tue 06 Jun, 2017

On June 5, Saudi Arabia, Qatar, Bahrain, Egypt, Yemen and the Maldives moved to cut diplomatic ties with Qatar, accusing it of supporting terrorism. In this follow-up to our June 5 article, entitled 'Diplomatic Rift Presents Economic Risks', we briefly examine the reason for this decision and the implications, as well as answering a number of

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Alibaba-Tencent Battle For Data Intensifies

Telecommunications / Middle East / Tue 06 Jun, 2017

The spat between SF Express and Cainiao over data ownership is part of the larger battle between Alibaba and Tencent for dominance, and demonstrates the importance of data for tech companies. Intense competition between the two Chinese giants in an increasing number of market segments (payments, cloud) will spill-over to overseas markets as

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New Handset GST To Cancel 'Make In India' Benefits

Telecommunications / India / Mon 05 Jun, 2017

Indian handset brands would lose momentum if the planned new goods and services tax is introduced, while international players would have less incentive to 'Make In India'. Although demand for new phones would remain high, higher total cost of ownership of devices would lead to longer replacement cycles and lower usage of premium services supported

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Oil Price Collapse Leaves Economy Structurally Weaker

Oil & Gas / Angola / Thu 01 Jun, 2017

The Angolan economy will struggle to record similar levels of growth to those seen prior to the collapse in oil prices. Limited investment into the country's dominant hydrocarbons sector will weigh on growth, while structural obstacles undercut more rapid economic diversification.

Angola's economic recovery will remain slow over the coming decade

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Rice: Tightening US Market To Push CBOT Prices Higher

Commodities / Global / Wed 31 May, 2017

Although the ongoing tightening of the US rice market will help CBOT rice prices to average slightly higher on a y-o-y basis in 2017, prices will remain weak relative to recent years. Other grain prices will prove stronger in 2017, which will support rice prices somewhat this year. The fast rise in China's rice stocks poses downside risks to our

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Five Key Food Services Trends

Food & Drink / Global / Tue 30 May, 2017

Five key trends that will play out in the food services industry are being driven by the 'millennial' generation, which has significant demand for high quality, locally sourced food that can be pre-ordered before arriving at a restaurant or delivered at home. These are largely developed markets focused, with technology helping to drive change in

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Proton's Production Base A Launchpad For Geely In ASEAN

Autos / Malaysia / Fri 26 May, 2017

BMI View: The tie-up between Geely and Proton would provide a much needed capital injection to the struggling Malaysian car maker as well as offer access to new vehicle platforms, powertrains and technologies. Geely will benefit from access to Proton's under-utilised domestic manufacturing facilities which it could use as a production and export

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