Key Analysis

Pages

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 ›
Leviathan Inches Closer To FID

The Leviathan partners have secured a new gas sales agreement to support progress on Israel's largest gas project, though FID remains heavily dependent on finalising the MoU with Shell/BG.

Read article ›
Market Naturally Favours Three-Operator Mix

South Korea has failed to license a fourth operator for the seventh time. This result confirms our view that the existing operators' value creation through converged services and connected objects,...

Read article ›

Pages

Filter results

By Geography

By Sector

By Information Type