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Global Autos Update: EM Turnaround Underway

One of our key views for 2016 - that the major emerging markets (EMs) that have been performing poorly over the last couple of years would bottom out - is slowly playing out and evident in passenger...

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Opex Reductions Offer Production Upside

The reduced operating costs of new North Sea developments gives a glimmer of hope to the future production potential of the mature basin, which has long suffered from high operating costs, leaving it...

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The Next President: Implications For Russia

A Hillary Clinton presidency would adopt a tougher line towards Russia as part of a continuation of the decades-long policy aimed at containment. By contrast, a Donald Trump presidency would open the...

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Growth To Slow As Stimulus Measures Fade

China's real GDP growth of 6.7% y-o-y in H116 was supported by large-scale fiscal stimulus, but we believe that growth will slow over the second half of the year as the government is forced to...

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