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• Over the past six months, the global solar project pipeline expanded by about 8% in project count, which reflects a slowdown from the 15% noted previously in December 2023.
• Our Key Projects Data (KPD) shows that 109GW of large-scale solar projects are planned to come online in 2024, which is 37% less than our forecast. We believe this is due

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• We forecast end-2024 client loan growth of 1.1% y-o-y in Germany, up from 1.0% in 2023. Financial conditions will remain tight for much of the year even as the ECB begins to cut its policy rates from June.
• Rate cuts, still-slow loan growth and the long fixation periods on German mortgage loans will continue to cap profitability gains for

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• In line with our long-held expectation, the centrist and pro-European incumbent coalition held on to its majority, gaining 401 out of 720 seats in the June European parliamentary elections. We believe that this supports our view the EU will continue to pursue its Green Deal albeit with increased focus on preserving European competitiveness

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• The outlook for Malaysia’s crude oil production growth remains limited as exploration efforts are more focused on natural gas production.
• The importance of enhanced oil recovery (EOR) appeared has waned in Malaysia’s efforts to raise crude oil production.
• We remain bullish on condensate production growth against the backdrop of the

Key View

• We forecast that the CBK will cut its benchmark policy rate by 100bps to 12.00% by end-2024, having held it at 13.00% at its meeting on June 5.
• We now expect that monetary easing will commence at the CBK’s October meeting, as developed markets (DMs) begin to loosen policy and inflationary pressures remain contained. Interest rate cuts will

Key View

• Radiology companies will maintain dominance in AI-driven medical devices, supported by innovative product portfolios and strategic partnerships.
• Radiology devices will continue to be the most FDA approved AI-driven devices due to technological advancements and high demand. 
• The use of AI in healthcare settings will be increasingly regulated

Please Note: BMI is enhancing its risk analysis with a new scoring system following its acquisition of GeoQuant, a market-leading provider of political risk data. From March 27 2024, risk scores are inverted: zero now represents the lowest risk and 100 represents the highest risk. This allows for clearer, industry-standard assessments. For further