Key Analysis

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Learning To Live With Fiscal Deficits

Iraq's fiscal deficit will stand well beyond 2015, after more than a decade of budget surplus. Given the government's limited ability to cut spending and increase revenue, we expect sustained levels...

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Three OEM Power Struggles To Watch

In 2015, the focus is moving to Europe where leadership and/or ownership changes are at the forefront for some major carmakers - including a frontrunner for global market leadership.

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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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