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Baby Food Leading Other Categories

Over our forecast period to 2019, infant formula will remain one of the most attractive sectors within the global food and drink industry, especially in emerging markets. Asia will be the most...

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Syria Buffer Zone Unlikely, Given Risks

The Turkish military is unlikely to establish a buffer zone in Syria, as this would increase tensions with NATO partners while raising a host of domestic and external security threats. However,...

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Crib Sheet: All Eyes On Greek Referendum

A July 5 referendum on Greece's bailout conditions will have huge implications for Greece. Our core view is that a 'yes' vote will trigger a collapse Syriza government, paving the way for a less...

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Bull Market Evaporates Despite PBoC Efforts

The People's Bank of China (PBoC) ramped up its monetary easing campaign on June 27, cutting its lending and deposit facility rates by 25 basis points (bps) each (to 4.85% and 2.00%, respectively),...

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El Niño-Induced Risks Underestimated

El Niño-induced weather risks have not yet been priced in agricultural commodities prices, despite the phenomenon being confirmed, as conditions in vulnerable countries have been normal over recent...

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What Could Derail The Disinflationary Path?

India's inflation has retreated significantly from the double digit levels observed in the past five years, and we expect headline CPI to remain subdued over the coming years. While our core view is...

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