Articles

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

While positive results in Novartis' Alcon and growing sales of new products Cosentyx and Entresto will boost investor confidence in the Swiss drugmaker, generic competition to Novartis' blockbuster Gleevec and pricing pressures on generic medicines in the US will continue to hurt company revenues in 2017. The impact of generic competition on sales

Crown Castle's acquisition of Lightower aims to improve the company's small cells offer by increasing its fibre backhaul. As data rates need to be higher and more consistent, it will be crucial for operators to use fibre as their main backhaul technology, as well as being flexible to combine different types of networks to offer the best service