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OPEC: black swan struggling to take flight

A surprise OPEC deal to collectively cut its output has raised upside risk to prices in Q416 and 2017. However, while the deal will help to strengthen market sentiment, we see muted impact on the...

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Muted renewables forecast maintained

We maintain our conservative growth outlook for the Saudi Arabian renewables sector relative to the government's plans for the industry, despite a call for tenders for two 50MW solar projects.

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Unbundling key to new telecoms regulation

We are sceptical that new telecoms regulation will drastically change the structure and competitive nature of the Swiss telecoms market. Swisscom continues to be the dominant player, with the state...

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