Articles

Sri Lanka: Recovery Will Strengthen In 2024

Country Risk / Sri Lanka / Tue 19 Mar, 2024

Key View

  • As we had expected, Sri Lankan growth picked up in Q4 2023, and we think that the country’s recovery will gain ground in 2024. We have penciled in GDP growth of 3.5% for the year as a whole.  
  • Provided, as we expect, that inflation remains subdued and that the tourism sector continues to recover, risks are now probably weighted to
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Parkinson’s Disease: Approval Of Disease Modifying Therapies Will Be Key To Better Treatment Outcomes

Pharmaceuticals / United States / Mon 18 Mar, 2024

Key View 

  • A lack of current effective treatment is driving research into disease modifying therapies (DMTs) for Parkinson’s disease (PD). 
  • We expect Alpha Synuclein (ASN) Inhibitors will be the first form of DMT for PD to receive FDA approval. 
  • Drugs which engage neuronal rescue pathways, like GLP-1 agonists, have also shown promise in
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Mainland China: Case For More Monetary Easing Remains Strong

Country Risk / China / Mon 18 Mar, 2024

Key View

  • The People’s Bank of China kept the one-year medium-term lending facility rate unchanged at 2.50% for the seventh consecutive month, against our expectation for a 15bps cut. 
  • We remain convinced that more monetary easing is on the cards to meet the government’s ambitious GDP growth target of ‘around 5%' for 2024 and we expect the
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India Wheat Production Forecast For 2023/24 Held Unchanged Despite Recent Excess Rainfall, Risks Tilted Toward Downside

Agribusiness / India / Mon 18 Mar, 2024

Key View

  • We forecast that India’s wheat production will rise to 110mn tonnes in 2023/24, which will represent an all-time record harvest volume. While India’s wheat crop maintains a minimal exposure to current drought conditions in southern states, including Karnataka, above-average rainfall in Uttar Pradesh and other major wheat-producing
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Quick View: FDA Approves BMS's Breyanzi, Making It The First CAR-T Cell Therapy Indicated For Two Types Of Leukaemia

Pharmaceuticals / United States / Mon 18 Mar, 2024

The Latest: On March 14 2024, Bristol Myers Squibb (BMS) secured an accelerated FDA approval for Breyanzi (lisocabtagene maraleucel) as the first and only CAR T-cell therapy for adults with relapsed or refractory chronic lymphocytic leukaemia (CLL) or small lymphocytic lymphoma (SLL). The approval is based on positive results from a Phase I/II

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