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YUM! Struggles In Low-Spending Environment

Consumer spending has remained constrained even as the rest of the economy posts strong headline growth rates. This is weighing on quick serve restaurants, with the immediate outlook for YUM! Brands...

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Brexit Scenarios: Power And Renewables

Ahead of the referendum on the UK's membership of the European Union (EU) on June 23, our core scenario is that the UK will vote to remain in the EU - and we assign a 65% probability to this outcome.

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Beer Consumption To Outperform Asia Region

Vietnam is set to become one of the most important beer markets in Asia Pacific as we forecast consumption to rise rapidly over the next five years. Favourable demographics, economic development and...

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Regulatory Overhaul Offers Upside To LNG

A broad overhaul of oil and gas legislation in South Africa offers upside to proposed LNG import capacity. However, major regulatory hurdles remain and we have yet to factor imports into our forecast.

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