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Economic Outperformance Looking Vulnerable

Despite recent data indicating that services sector growth remains strong, the UK economy looks more vulnerable this year. Although the Bank of England is unlikely to follow the BoJ and the ECB and...

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CVs To Lead Vehicle Fleet Boom

Myanmar's new vehicle market will remain nascent in the country over our five year forecast period to 2020 but we believe automotive companies, particularly CV producers, will benefit from the...

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Growth Will Pick Up In 2016

An uptick in investor sentiment, the launch of the TEN oilfields and the waning of the electricity crisis will lead to an uptick in real GDP growth in Ghana in 2016, following two years of...

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China On The Brink: Five Economic Scenarios

2016 represents a crossroads for the Chinese economy, which has lost significant momentum and remains in the midst of a serious slowdown. We have long maintained that the Chinese economy is in need...

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Vulnerability To Zika Virus An Ongoing Concern

Although outbreaks of the Zika virus have been concentrated in Latin America, the presence of the Aedes aegypti mosquito in Africa means it will remain extremely vulnerable to outbreaks. The...

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Funds Will Help Deliver Large Project Pipeline

The launch of large infrastructure funds in Colombia will provide additional financing availability for projects, particularly for those under the 4G road concessions programme in 2016this year.

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Three Scenarios For Iraq's Fiscal Crisis

Given further weakness in oil prices, we outline three scenarios for the Iraqi economy over the coming quarters: 1) Baghdad carries out limited cuts in spending and devalues the dinar moderately,...

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Region To Remain Vulnerable To Zika

Despite the limited number of cases reported thus far, South East Asia will be vulnerable to the Zika virus. The Aedes aegypti mosquito, through which Zika spreads, is entrenched in the region and...

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PSC Payment Offers Long-Term Upside

The KRG's move to implement PSC-entitled payment will be a net negative to foreign oil companies while oil prices remain low. This supports our view that production in Iraq will be flat in 2016, but...

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