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Three Autos Markets to Replace the BRICs

As the autos markets of Brazil, Russia, India and China (BRICs) undergo a period of deceleration, and in some cases contraction, we look at possible replacements as opportunities for growth, based on...

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Brent Crude: Testing a USD35/bbl Scenario

Caught up in a broader market sell-off, Brent crude has heavily overshot to the downside, trading as low as USD42/bbl. While we believe the medium-term price outlook is positive from these levels...

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Yemen: Still Far from Conflict Resolution

The recent gains by the Saudi-led coalition in support of President Hadi do not mean a swift resolution to the conflict. The Houthis will remain in control of much of the north of the country, while...

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China Paving The Way For Nuclear Expansion

Progress in the development of Pakistan's Karachi Nuclear Power Plant highlights the strengthening of China-Pakistan relations and aligns with our view that Chinese funding will play a critical role...

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Regional Equity Sell-Off Has Further To Go

Amid the global equity market rout, three of our key views on regional equities have been playing out. Most notably, the Chinese stock market has re-entered a period of aggressive selling, with the...

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