Articles

Opportunities For Expansion In Key Emerging Markets

Pharma & Healthcare / Africa / Sat 29 Jul, 2017

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

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Verizon/GM Deal Reinforces Kindle Model View

Telecommunications / Global / Thu 27 Jul, 2017

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

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New Business Model For Self-Driving Taxis Emerging

Autos / Global / Wed 26 Jul, 2017

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

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Consumer Choice To Benefit From Digi-Invitel Acquisition

Telecommunications / Hungary / Wed 26 Jul, 2017

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

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US Cooperation To Boost Power Sector Opportunities

Power / United States / Tue 25 Jul, 2017

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

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Key Monthly Views: Reflation To Moderate

Country Risk / Global / Fri 21 Jul, 2017

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

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Trying To Master Gas Again

Oil & Gas / Nigeria / Thu 20 Jul, 2017

We remain sceptical of Nigeria's ability to stimulate domestic gas consumption growth over the short term, given the lack of investment in gas power capacity and the supporting infrastructure. The ambitious targets in the new National Gas Policy will not be met but greater transparency in the domestic market is an important step to encouraging much

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