Key Analysis

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Gasoline Market Facing Near-Term Pressure

Powerful gasoline output growth and slower demand growth in key markets will maintain the apparent oversupply in the Asian gasoline market, supporting our bearish near-term view. Our longer-term...

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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...

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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...

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