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GST Will Dampen Car Demand In 2015

BMI View: A subdued economic growth outlook, coupled with the new GST, will weigh on private consumption and, as a result, vehicle sales in 2015. A certain degree of market saturation is also...

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Cocoa: Prices To Peak In 2015

Cocoa prices will peak in 2015 as weak production growth forces prices temporarily higher. Beyond 2015, we expect prices to decline as production growth improves and global demand growth slows over...

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Viability Of Vehicle Production At Risk

BMI View: Mercedes' stoppage of domestic production is not the beginning of a mass exodus from Egypt. It will make it harder for the remaining companies to be viable, however, by reducing the...

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Conservative Power: Continuity Clouded By Risk

A Conservative victory in the UK general election removes one element of political uncertainty that has stalled investment in the domestic power sector. However investment will continue to undershoot...

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Post-2020 North Sea Upside On Conservative Win

The Conservative victory poses upside risk to our UK North Sea oil and gas production outlook past 2018-2019. However, further reforms and higher sustained oil prices will be necessary to realise...

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