Articles

Expansion Opportunities In LNG Debottlenecking

Oil & Gas / Global / Thu 10 Aug, 2017

Debottlenecking LNG liquefaction terminals holds substantial potential to incrementally add new capacity at a low additional cost. Qatar and Australia hold more than 15mn tonnes of new capacity potential at existing facilities able to effectively benefit from upgrades and utilise their extensive gas resources.

New LNG liquefaction investments are

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Fast Industry Development And Effective Policy Place Kenya Second

Autos / Kenya / Tue 08 Aug, 2017

BMI View : High growth opportunities on offer in Kenya's fast growing automotive manufacturing sector, coupled with an attractive automotive policy, make the country SSA's second most attractive market in our Autos Production RRI. That said, automakers will face high levels of political, economic and operational risks when operating domestically.

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Popular Anti-Corruption Campaign Not Risk-Free For The Government

Country Risk / Tunisia / Tue 08 Aug, 2017

Prime Minister Youssef Chahed's ongoing clampdown on corruption in Tunisia will be welcomed by international investors and multilateral creditors, and will boost the government's popularity among the population. That said, it could result in a backlash at a later stage from the population if the government fails to deliver on the campaign or from

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Upside Risks For Exporters Of Industrial Metals

Metals / Global / Fri 04 Aug, 2017

Industrial metal prices have been rallying sharply of late, and are threatening to break into a higher trading range, as highlighted recently by our Commodities team (see 'Industrial Metals: A Higher Trading Range Is Within Touching Distance', July 31). The move has been partly driven by industry-specific factors, for example copper has been

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RBI To Remain On Hold Following 25bps Cut In August

Country Risk / India / Thu 03 Aug, 2017

In line with our expectations, the Reserve Bank of India (RBI) reduced its benchmark repurchase (repo) rate by 25bps to 6.00% during its August 2 meeting in view of lower-than-expected inflation and weakening growth. We expect no further interest rate cuts over the course of FY2017/18 (April-March) given the central bank's cautious and neutral

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No Easy Solution For Sprint

Telecommunications / United States / Thu 03 Aug, 2017

None of the deals mooted for Sprint will help the company regain its relevance in the short-term. It has struggled because it has lacked a clear strategy since the Softbank acquisition, and increasing in size alone will not be enough without adding a clear direction as to what the operator wants to be.

Sprint reported its first net income in three

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Brandless Taking Industry Cues From Successful FMCG Startups

Corporates / Wed 02 Aug, 2017

New FMCG startup Brandless is targeting a number of trends in the industry that will offer it strong growth potential over the next five years. In particular, low costs, direct-to-consumer subscription model, niche branding, appealing to 'millennial' preferences and limiting choice will all help to boost sales.

July 2017 saw the official launch of

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Mobile Competition Welcomed, But MTN Hard To Beat

Telecommunications / Swaziland / Wed 02 Aug, 2017

The launch of Swazi Mobile brings some much-needed competition to Swaziland's mobile market. However, incumbent MTN was quick to reduce its tariffs and will benefit financially from network sharing, demonstrating that it will not be easily displaced by the privately owned newcomer.

Swaziland's second mobile network operator launched in 28 cities

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Robust Corporate Profits Shaping Brighter CV Sales Outlook

Autos / Japan / Tue 01 Aug, 2017

Strong corporate profit momentum in Japan will be the main factor shaping our brighter outlook for the CV segment in 2017 as capital expenditure by businesses translates into spending on new LCV fleets in particular. Growth in heavy truck sales will remain subdued as weak construction sector activity tempers demand for these heavy duty vehicles.

W

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