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Key View

• Despite a push to pass important legislation ahead of the European parliamentary elections, we expect that electoral considerations as well as divisions between the major party groupings will stall reform at the EU level.
• The EU will likely focus its efforts on passing the Migration and Asylum Pact, supporting the green and digital

Key View

• Houthi attacks on shipping vessels in the Red Sea mark a significant flashpoint in global container shipping as rerouted vessels lead to higher shipping costs and scheduling disruptions.
• The Asia-Europe corridor will face the most acute delays given the scarcity of viable alternatives to the essential Suez Canal and the intricate

Key View

• Florida’s plan to import drugs from Canada will face many obstacles despite FDA approval.
• The Pharmaceutical Research and Manufacturers of America industry group is likely to launch legal action against the program, which will benefit drugmakers.
• However, ongoing drug shortages and high pharmaceutical costs will persist in the US

Key View: We believe demand for passenger EVs in Austria will expand by a moderate 24.4% in 2024, following an expected 34.7% expansion in 2023. We anticipate that Austria's passenger EV penetration rate will reach over 27.0% in 2024, as the Green Party's decisive win in the 2022 elections secures additional support for zero-emission

Key View

• New reforms will present mixed opportunities and risks for consumers and drugmakers operating in Argentina.
• We expect pharmaceutical professional associations will continue to express concerns in response to the new pharmaceutical reforms in Argentina.
• Social unrest and inflationary pressures will remain a trend and will pose

The Latest: On January 9 2024, Venatorx and Menarini announced that they had entered into an agreement for the commercialisation of Venatorx’s investigational drug, cefepime-taniborbactam, an antibiotic being developed for the treatment of complicated urinary tract infections (cUTIs). Under the terms of the agreement, Menarini has obtained

Key View: We hold a positive outlook for the Ugandan consumer over 2024. Rising economic growth and stable inflation will provide tailwinds to consumer spending, which is expanding from a low base. A solid labour market and declining debt servicing rates will buoy confidence levels and see spending shift into more discretionary segments.

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Key View

• Cooling inflation, along with the start of an easing cycle by the Swedish central bank (Riksbank), will support vehicle sales in Sweden and allow volumes to continue expanding in 2024 after the rebound seen in 2023.
• We expect that the passenger EV segment will drive growth in the wider passenger vehicle segment throughout 2024

Key View

• We forecast that Tanzania’s real GDP growth will remain at 5.4% in 2024, following a strong growth print of 5.3% y-o-y for Q323.
• Fixed investment will continue to drive growth in 2024, reflecting a robust pipeline of transport infrastructure projects and growing interest in the country’s mining sector.
• In 2025, stronger exports and

Key View

• After posting an estimated surplus of 1.4% of GDP in 2023, we expect narrow current account deficits of 0.5% in 2024 and 0.2% in 2025 in Poland.
• We expect the current account to tip back into deficit as the export growth remains under pressure in 2023 due to a weak external backdrop, while import growth recovers owing to an