Key Analysis

Pages

High Food Inflation Dampens Food Spending

The reliance on food imports will negatively impact Sub-Saharan Africa's food outlook over 2016 on the back of currency volatility and rising food prices. Nigeria, South Africa and Zambia will...

Read article ›
Price Rises To Drive Pharmaceuticals Sales Growth

Medicine price increases will drive an expansion of Latvia's pharmaceutical market in 2016, leading to an upgrade to our forecasts. While consumption will remain stagnant and the generic sector will...

Read article ›
Heineken Well Positioned For Growth

Heineken will continue to see positive growth over 2016 despite continued consumer weakness in key emerging markets. Growth will be supported by regional power brands in the Asia Pacific region;...

Read article ›
Strong Yen Weighs Heavily On Drug Sales

Astellas will continue generate solid growth in the coming years by maximising the value of its key products with particular focus on its cancer drug Xtandi. However, the firm will continue to face...

Read article ›
Brent: Rebound Ahead But Curbed By Stocks

We maintain our 2016 average forecast of USD46.5/bbl for Brent and USD46.0/bbl for WTI. While weak refining margins mean that crude demand from refiners will soften over H216, the market will still...

Read article ›
PLN: Rebound On Its Way

The Polish zloty will strengthen in the months ahead due to sound macroeconomic fundamentals and a rising real interest rate differential with the eurozone. Investor risk aversion on the back of a...

Read article ›

Pages

Filter results

By Geography

By Sector

By Information Type