Articles

Asia Ports: India And Indonesia Top Markets For Growth

Infrastructure / Asia / Tue 09 May, 2017

India and Indonesia are our top markets for ports in Asia in terms of growth outlook and industry size, with strong demand for maritime facilities and a sizable transport infrastructure deficit driving investment. Overall, the region's port infrastructure industry is expected to nearly double by 2026.

Asia's ports infrastructure sector is among

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Domestic Demand And Investments Driving Autos Production Growth

Autos / India / Fri 05 May, 2017

BMI View : Autos production in India will grow 8.6% in FY2017/18 and average growth of 8.5% over our FY2018/19-FY2021/22 forecast period, spurred by healthy domestic demand for both passenger and commercial vehicles as well as investments by major OEMs into local manufacturing facilities.

We hold a bullish outlook for vehicle production in India

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Fiscal Sweetening To Boost Drilling

Oil & Gas / Gabon / Thu 04 May, 2017

Exploration activity in Gabon looks set to pick up pace over the coming quarters, supporting by rising oil prices, returning appetite for risk and planned licensing reform. New discoveries are needed, to offset chronic production declines at the country's legacy producing fields.

Gabon is a mature market with production on a general downward trend

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Nuclear Expansion To Face Significant Hurdles

Power / South Africa / Fri 28 Apr, 2017

South Africa's nuclear agenda will face headwinds over the coming years - stemming from legal obstacles, public opposition, the financial constraints at Eskom and construction delays typically associated with nuclear power plants. We believe that the government will remain committed to its nuclear expansion; however, we do not expect any new

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Ongoing Agricultural Reforms To Support Long-Term Sector Growth

Agribusiness / India / Tue 25 Apr, 2017

The outlook for India's agribusiness sector is positive for the 2017/18 season, amidst early forecasts for normal monsoon rainfall this year. In the longer term, ongoing reforms to the agricultural sector will support slow yield improvement. After a weak start for investment in agriculture at the beginning of his mandate, Narendra Modi has enacted

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Global Solar Power Forecasts: US To Drive Global Capacity Growth

Renewables / Global / Mon 24 Apr, 2017

The US will be the global outperformer in terms of solar capacity additions over the coming decade due to favourable support mechanisms for the sector, comprising almost a third of the global total between 2016 and 2026. Asia will remain the largest regional solar market globally, with China and India being notable outperformers in terms of

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No Obvious Target For Mobile Consolidation

Telecommunications / Panama / Thu 20 Apr, 2017

We do not expect that the proposed legislation easing mergers will lead to immediate consolidation in Panama's mobile market as the four players currently present are aware of the market's strong opportunities. It will require an exceptionally good offer and worsening situations in other parts of their footprint for an operator to decide to sell.

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Magma Geothermal To Reinvigorate Power Export Plans

Renewables / Iceland / Thu 20 Apr, 2017

Advances in technology that enable geothermal energy to be produced from magma would boost Iceland's geothermal industry significantly and open up resources for exploitation. A substantial ramp-up in domestic geothermal capacity would likely reinvigorate Iceland's plan to export excess power generation to the UK; however, we believe ongoing Brexit

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