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CNNPC IPO Supports Bullish China Nuclear View

An IPO in Shanghai by CNNPC affirms our bullish outlook on China's nuclear power sector. CNNPC will use the equity funding to drive ahead with the development of its domestic nuclear reactors and to...

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Rising Tensions Will Weigh On Economic Growth

Escalating political tensions in Sierra Leone, while unlikely to flare up into civil war, will weigh on economic growth in 2015 and 2016 through prolonging the Ebola crisis and discouraging...

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Emerging Middle Class To Drive Sector Growth

The Vietnamese food and drink sector will be one of the strongest growers in emerging Asia to 2019. A strong private consumption growth outlook will see households buying more non-essential and...

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Improved Terms To Stimulate IOC Interest

Improved contractual terms would provide some incentive for IOCs to return to Iran in a post-sanctions scenario. However, we note that IOC interest in large-scale project investments will be...

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