Key Analysis

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Three OEM Power Struggles To Watch

In 2015, the focus is moving to Europe where leadership and/or ownership changes are at the forefront for some major carmakers - including a frontrunner for global market leadership.

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China Boosts Pakistan's Infrastructure Outlook

The USD46bn China-Pakistan Economic Corridor programme poses significant upside risks to our construction outlook for Pakistan, which has largely been hindered by fiscal constraints and a challenging...

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Policy Shift To Shock EV Manufacturers

In line with our view set out in October 2014, the Norwegian government will review its electric vehicle subsidy policies in May - nearly two years earlier than it had originally planned. We believe...

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Krka To See Tepid Growth In 2015

Given its exposure to Russia, Krka will experience another challenging year for growth in 2015, resulting in the company struggling to meet its growth objectives for the year. We are positive on the...

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Monthly Metals Strategy

Industrial metals will remain subdued in the coming quarters and our price forecasts are generally below consensus estimates compiled by Bloomberg. Our view is supported by our strategy table,...

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