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With all the negative news factored into prices and with sentiment at bearish extremes, the risk to prices over the coming months lies to the upside.

Brent crude has had a torrid 2017, falling from a high of USD57.10/bbl in January to USD44.82/bbl June. Returning barrels from Libya and Nigeria, a rampant US shale recovery and disappointing Q117

The Latest: The Tanzanian government has banned exports of unprocessed grains such as maize and sorghum in order to curb food inflation and increase output in the agro-processing industry. Squeezed crop supply in the country after a drought has seen food prices shoot up in recent months.

Food Inflation Will Level Out As Supply Improves

Tanzania -

With its new plans, Vodafone is looking to pre-empt Iliad's entry in the Italian mobile market, due in early 2018. The use of zero-rating highlights the lack of clarity and fragmentation at the European level, as EU rules were not explicit on the service, leading operators to take advantage and offer free data on their tariffs.

Vodafone Italy has

The Indian economy has broadly benefitted from the reforms undertaken by the government since it took office in May 2014, and we expect the administration led by Prime Minister Narendra Modi to continue to enact incremental reforms over the coming years, which should be positive for the economy. That said, the BJP's lack of a majority in the upper

Demographics, social media usage and rising incomes will drive continued demand growth for personal care products over our forecast period. The removal of sanctions will bring in more globally recognised brands, as they look to tap into this expanding market. Challenges around correct pricing and partnering with local distributors will be critical

Angola's short term production downgrade reflects the higher decline rates at producing fields, leaving Angola producing below its allocated OPEC quota. The start up of Kaombo in 2018 will help support production, but a serious lack of investment stemming from weak market conditions and a poor operating environment limits Angola's long term

Johnson & Johnson's latest collection of agreements span its medical device and pharmaceutical units, highlighting the synergies here. The collaborations are all at an early stage, and are in high-growth markets and the technologies sector which should serve to maintain the position J&J currently has in orthopaedic devices and immunology drugs, and

We have elected to maintain our robust growth outlook for the Qatari construction industry in 2017 even as the diplomatic rift between Qatar and its Gulf neighbours disrupts the import of goods into the market. Our view is underpinned by the government's effort to secure its building materials supply chain for at least two months and our view that

With interest rates at or close to record lows in most DM countries,it may seem like cash is the worst possible investment, but we believe that there is a strong case to be made from a risk-reward perspective. The ultra-loose monetary conditions that have been in placeforover most of the past decade have pushed risk assets to the point where the

We forecast substantial production gains the MENA region, with broadly level growth in both oil and gas. On the consumption side, increasing domestic supply and state-led support for oil-to-gas switching in the power sector will see gas consumption growth outstrip growth in demand for fuels.

To highlight the key themes that inform our Middle East