Articles

Key View: We believe that the broad policy continuity that is provided by the continued dominance of the Democratic Party of Socialists in Montenegro's politics will bode well for further reforms, which will assist the country in its accession to the EU over the coming years.

In our view, Montenegro continues to benefit from broad policy

While ZANU-PF (Zimbabwe African National Union- Patriotic Front) appears to have won Zimbabwe's July 30 legislative election, the presidential election results have yet to be released, heightening uncertainty and unrest across the country.

• With both President Emmerson Mnangagwa (ZANU-PF) and Nelson Chamisa - leader of the main opposition

Key View:

• Financial pressures will make any bid for 5G spectrum difficult in the short-term.
• Acquisition of spare 3G and 4G spectrum is likely in order to cope with rising data traffic.
   

The Latest:

The Telecommunications Regulatory Authority of India (TRAI) has suggested that all spectrum within the 3300-3600MHz range be made available

Key View: The NATO alliance is likely to remain intact with only minor expansion over the coming decade, as bureaucratic inertia prevents a dramatic reconfiguration of the organisation. Nonetheless, NATO faces downside risks to its cohesion and effectiveness, owing to diverging threat perceptions of its member states, and low levels of defence

Key View:

• Substandard medicines undermine market attractiveness for drugmakers in China.
• Recent vaccine scandal will impact the country's long-held ambition to become a major player in the global pharmaceutical industry.
• Controversy around Chinese medicines further erodes public trust in domestically produced drugs.

Forecasts:

The Chinese

Key View:

• China will continue to deepen its investment presence in the infrastructure markets of Central and Eastern Europe in service of its broader aim of increasing logistical connectivity throughout Eurasia.
• As such, we expect that China will maintain its investment focus on sectors that encourage cross-border mobility, such as transport

Key View: The heavily indebted government of Tajikistan will seek to maintain strong relations with its creditors, particularly China, to avoid a sudden strain on its finances or heightened regional tensions. That said, the government's ability to meet its debt obligations is diminishing and this will prove a key source of political risk over the

Key View:

• Zimbabwe's general election is likely to deliver a victory for incumbent President Emmerson Mnangagwa.
• A democratically elected Mnangagwa administration is likely to push forward with much-needed structural reforms and bring Zimbabwe out of international isolation.
• The government's ability to support healthcare provision will remain

Key View:

• Myanmar's energy sector will benefit from PTT's overseas expansion strategy, as the state-owned looks to diversify away from the mature and saturated Thailand market.
• PTT's focus will be on natural gas, demand for which is expected to expand at a robust rate in Myanmar, alongside shifting government power policy.
• PTT investment will

Key View

• US President Donald Trump's unorthodox trade views will drive trade tensions at least through to the remainder of his term, posing considerable risks to the global trade framework.
• Negative knock-on effects for the US economy and for financial markets - which President Trump includes as measures of his success in office - will