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Rouble Weakness Less Of A Concern For Drugmakers

Although the precarious economic situation will continue to limit revenue earning opportunities for multinational drugmakers in Russia, the country's importance as an emerging market will remain....

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Opposition And Bureaucracy Dent Shale Potential

Despite the approval of the first hydraulic fracturing permit in the UK since 2011, a highly politicised and slow bureaucratic process as well as the vast public opposition will create a weak...

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Chartpack: Five Bearish Trends

We forecast China's real GDP growth to slow to 6.3% in 2016 and 5.9% in 2017, but continue to highlight our belief that headline GDP numbers are significantly overstating the pace of expansion in the...

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Tax Hikes Will Damage Recovering Beer Sector

The decision to increase taxes on beer producers in Greece will have a serious negative impact on the sector. These additional costs will be passed on to consumers, leading to higher beer prices at a...

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Abu Dhabi: New Era Of Slower Growth

Abu Dhabi's economy will undergo a structural slowdown in the coming quarters, primarily on the back of lower oil prices. The non-oil sector will become the key growth driver, with construction the...

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May 2016 - Summer Of Risk

With global growth continuing to stutter amid unconvincing growth performances through the first four months of 2016, we envisage some key downside risks becoming increasingly prevalent in the months...

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