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Alibaba To Capitalise On IoT Demand In Asia

Alibaba's cloud expansion into Japan and South Korea will leverage Chinese companies' demand for cloud computing services as they invest abroad. We believe Alibaba's cloud computing business will be...

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New Presalt Rules Will Not Spur Investment

Potential changes to Brazil's presalt regulations will provide little upside for investment over the next year. An unfavourable operating environment and Petrobras' reduced capex plans will deter...

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