Key Analysis

Pages

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...

Read article ›
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...

Read article ›
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.

Read article ›
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,...

Read article ›
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...

Read article ›
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...

Read article ›
Coca-Cola Plays Long Game In Promising Market

Despite macroeconomic weakness inflicted by low crude oil prices, Nigeria remains the outstanding opportunity in Sub-Saharan Africa's soft drinks industry. As incomes rise over the long-term, higher...

Read article ›
Rising Risks Of A Global Recession

A global recession in 2016 is a clear and rising risk. Although our real GDP growth forecasts do not differ greatly from consensus for most countries, we are largely more negative on growth on the...

Read article ›

Pages

Filter results

By Geography

By Sector

By Information Type