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The Bull Case For A Strongman Presidency

The risks associated with Rodrigo Duterte’s presidency are myriad, but a departure from the Philippines’ status quo does not necessarily entail a negative outcome for the economy. Should Duterte...

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Brent: Tail Risks Rise

An unsettled political and economic environment in the wake of the Brexit vote will be insufficient to reverse a multi-month uptrend in Brent.

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PSA Investment Boosts Car Production Outlook

PSA's announcement that it will invest EUR100mn in upgrading its Rennes factory as part of plans to produce three new models from 2018 will be supported by a expanding domestic and European passenger...

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Brexit: A Shelter From The Storm

Limited trade and financial linkages mean that Asia bears relatively few risks stemming from the UK's decision to leave the EU. The two most noteworthy risk scenarios involve a faster than expected...

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