Articles

Key View

• The Philippines is emerging as a new frontier LNG market attracting strong interest from LNG producers and traders.
• Lower spot LNG prices could encourage potential LNG importers to accelerate construction of LNG import terminals.
• Future LNG demand growth will depend to a large extent on further expansion of gas-fired power

Key View

• Although mixed in terms of results, the European Union meetings do suggest that existing divisions within the bloc will mean that finding agreement on key structural issues will be drawn-out and prolonged.

• Foreign policy issues particularly in terms of support for Ukraine will, in our view, remain a bargaining chip for

Key View

• We forecast that the Ghanaian economy will expand by 3.5% in 2024, up from a weak 2.7% in 2023, driven by stronger private consumption.
• Inflation will moderate substantially in 2024 – due to statistical base effects and stronger exchange rate dynamics – which will ease financial pressure on households and drive up domestic

Key View

• Growth in Latin America's autos market will slow in 2024 as pent-up demand fades and a challenging macroeconomic backdrop persists amid tight financial conditions.
• However, declining inflation levels across the region and the initiation of easing cycles by Latin American central banks will offer support to vehicle demand.
• In a

Key View: The Covid-19 pandemic saw a substantial global uptick in home improvement investments. In Latin America, the region’s high level of urbanisation and modest income levels meant that many households have sustained the demand for gradual home improvement investments and smaller DIY projects. The expansion of large regional and

Key View

• Safety concerns continue to be a major challenge for CAR-T therapies, potentially affecting future regulatory approvals and widespread clinical adoption.
• Recent clinical data suggest a revival of AbbVie and J&J’s Imbruvica in mantle cell lymphoma, following an earlier withdrawal of the drug.
• Seagen's Adcetris and Bristol Myers

Key View

• Leading mining economies depend greatly on Mainland Chinese critical mineral demand in the same way major economies like the US and the EU rely heavily on Mainland Chinese critical mineral supply.
• Despite the risks associated with heavy dependence on a single export market, we do not see this as a major threat to mining nations given

Key View: North America's consumer electronics market, though mature, remains lucrative with significant levels of household spending. Growth is being driven by e-commerce, technological advancements, and the introduction of 5G, which spurs demand for new, faster devices. As preferences evolve, spending shifts from traditional items to innovative

Key View

• We expect that Cameroonian political risks will remain high in the coming years, largely driven by insecurity in the Far North, Southwest, and Northwest regions.
• This insecurity will weigh on food supply across the country, with 8.1% of the population already classified as 'forcibly displaced'.
• We continue to flag rising risks of

Latest Development: The attacks on shipping around Yemen in the second and third weeks of December 2023, have resulted in several freight operators and shippers suspending operations on routes passing Yemen and the Red Sea, while maritime shipping rates have already increased. Indeed, Maersk, BP and Evergreen are among a growing list of companies