Articles

BMI View : Regulatory, competitive, macroeconomic and technological pressures will again be the main forces shaping the global telecommunications industry in 2017. Although our core outlook is one of 'business as usual', we acknowledge that the steady replacement of globalist economic planning with more localised 'populist' approaches to driving

The Middle East and North Africa region's pharmaceutical and healthcare markets will be shaped by a range of opportunities and challenges in 2017. Ongoing trends such as the rollout of compulsory health insurance schemes, generic substitution and medical tourism are expected to continue shaping the pharmaceutical market. Challenges will intensify

BMI View: Volkswagen Group's strategy to transform the company into a greener, leaner and more high tech organisation will increase operational risks for the company given that it is struggling to deal with already bloated cost overheads. Added to this, lost consumer trust in the Group's key brand means that prospects for a meaningful rise in

BMI View: Globalisation will very likely plateau over the coming decade and partially reverse, as populist forces continue to rise in developed states. Below, we lay out three potential scenarios for globalisation and their respective implications for economics, politics and industry. Key takeaways from our core view for a globalisation plateau

Donald Trump's presidency will affect South East Asian states to varying degrees, with Singapore and Vietnam amongst the most vulnerable to a more protectionist US trade policy and self-interested foreign policy. The overall impact of Trump's presidency on Thailand, the Philippines, and Malaysia is likely to be neutral, with political ties

The Nigerian oil & gas sector continues to suffer from security issues and weak oil prices that drag down the ratings of indigenous oil & gas companies.

Significant oil oversupply and increase in oil inventories have contributed to the collapse in the global oil prices since 2H14. The 14-member OPEC, of which Nigeria is a member, was partially

The Middle East and North Africa region's pharmaceutical and healthcare markets will be shaped by a range of opportunities and challenges in 2017. Ongoing trends such as the rollout of compulsory health insurance schemes, generic substitution and medical tourism are expected to continue shaping the pharmaceutical market. Challenges will intensify

The Gulf Cooperation Council's pharmaceutical market offers significant growth potential within the generic drugs sector. Driven by cost-containment measures, growing awareness, and boosts to domestic manufacturing capabilities, generic medicines will increasingly penetrate the region's pharmaceutical market. Although generic medicines will remain

Growing consumer demand for healthy and premium beverages that are distinct from mass market offerings will create conditions for greater dynamism in the global drinks industry. We believe that developed markets will drive health-consciousness and premiumisation trends, which will provide growth momentum for offshoot categories. We hold a

Looking at the 10 countries set to become the next major emerging markets, we identify five key industry sector trends:

• Extractive industries will play a far smaller role in driving growth compared to the past 15 years.
• New manufacturing hubs will emerge in Bangladesh, Myanmar and Pakistan.
• Construction industry growth will be widespread and