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MEA Power: Key Regional Themes

MENA will outperform the SSA over our 10-year forecast period, as power markets within the region progress with power capacity expansion projects to meet robust power consumption growth.

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EM Monetary Policy: Four Key Themes

We see four key themes in emerging market monetary policy: 1) a cautious unwinding of previous rate hikes in Brazil and Russia; 2) dovish policy in China, India and Indonesia; 3) inflationary...

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BlackBerry aims for recurring revenue

Our view that BlackBerry would exit the hardware market has played out. The company has switched its efforts towards software and services, as it looks to gain regular and recurring income from its...

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VW: a major challenger in autonomous taxis

VW Group's plan to enter the increasingly competitive autonomous ride-hailing field will be supported its possession of key technologies including autonomous driving technology, the mapping platform...

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OPEC: black swan struggling to take flight

A surprise OPEC deal to collectively cut its output has raised upside risk to prices in Q416 and 2017. However, while the deal will help to strengthen market sentiment, we see muted impact on the...

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