Key Analysis

Pages

Brexit Fallout For EMs; Russia To Benefit

The UK's vote to leave the European Union will have widespread and varying ramifications for emerging markets, with the effects being felt via trade, investment, finance and aid. From a trade...

Read article ›
Asian Banking Sector Prospects Still Poor

Asian banks will continue to operate in a difficult economic environment, and we believe that profitability and asset quality will continue to come under pressure. Chinese banks are more vulnerable...

Read article ›
IOCs To Benefit From Innovation In Upcycle

National oil companies have increased their share of global oil production through the downcycle, but remain encumbered by inefficiency and debt. More innovative independent companies will hit the...

Read article ›
Resource Sectors To Take A Back Seat

Extractive industries will play a far smaller role in driving emerging market growth over the next decade compared to the past 15 years. Secondary and tertiary sectors of the economy will emerge as...

Read article ›

Pages

Filter results

By Geography

By Sector

By Information Type