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Krka To See Tepid Growth In 2015

Given its exposure to Russia, Krka will experience another challenging year for growth in 2015, resulting in the company struggling to meet its growth objectives for the year. We are positive on the...

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Monthly Metals Strategy

Industrial metals will remain subdued in the coming quarters and our price forecasts are generally below consensus estimates compiled by Bloomberg. Our view is supported by our strategy table,...

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Domestic Banking Climate To Get Tougher

Over the next five years South African banks will increasingly prioritise expansion of non-interest revenue and pan-regional operations over domestic retail segments of their business, due to limited...

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