Key Analysis

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New Sales Data Hides Alternative Fuel Potential

The second-hand market shows that the potential for alternative fuel adoption is greater than new sales suggest. Falling prices are one of the biggest factors in ranking alternative fuel vehicles...

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Dovish EM MonPol Shift; Three Opportunities

We forecast that between now and year-end, the Hungarian and South African central banks will keep rates on hold, and the Russian central bank will cut rates by 150bps. By contrast, the markets are...

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Emerging Markets To Drive Carrefour

As many emerging markets look to have bottomed out, Carrefour should benefit from a return to economic growth and consumer spending in these countries. At present, emerging markets account for around...

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ASEAN Palm Oil Companies: Four Key Trends

The palm oil sector is on track to record a small improvement in performance in 2016, helped by higher palm oil prices. However, challenges will return in 2017, as prices will head lower. Amid this...

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Low Price Climate To Drive Consolidation

Australian and Brazilian iron ore producers will continue to drive global iron ore production, while Chinese firms will lose market share due to their position at the higher end of the cost scale.

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Joining The Dots: Our Key Themes

Several key themes link the many long-term (10+ year) economic and political trends that we have been promoting. Two of the most important include developed market populism and ageing demographic...

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