Articles List

Articles List

Conference Reveals Future Diversification Of HCV Market

Gilead Sciences will comfortably maintain its leading position in hepatitis C treatment for the foreseeable future, yet competitors are likely to steal small portions of market share as they focus on individual genotypes as well as patient subgroups. While Gilead stands firm with its pan-genotypic treatment, the company has clearly anticipated these threatening activities and is engaging in more granular studies of its own.

High Inflation And Lower Energy Prices To See Real Expenditures Decline

Over the next five years, government expenditure growth across most of Latin America will average lower than in the past five years when accounting for inflation. This is due to both high price growth (particularly in the cases of Argentina and Venezuela) which will erode real government purchasing power, and lower oil prices, which will weigh on revenue generation in a number of other countries.

Proposed Advertising Ban Poses Challenges For OTC Drugmakers

Argentina's proposed ban of over-the-counter (OTC) medicines advertising will create operating challenges for companies selling their products in the Latin American market. Directly impacting companies' revenue streams, a ban on advertising could result in a decline in the consumption of non-prescription medicines. However, a strong lobbying presence from drugmakers could eradicate the legislation.

World Cup Confirmation Does Not End Image Problem

The confirmation that Qatar will host the FIFA 2022 World Cup removes a key downside risk to our economic and construction growth forecasts. However, Qatar's international image continues to decline, a factor that will complicate the government's efforts to turn the country into a knowledge-based and high value-added economy.

Ruling PRI To Lose Support In Midterms Due To Iguala Crisis

Mexican President Enrique Peña Nieto's approval rating will continue to fall in the coming months, as the disappearance of 43 students in Iguala heightens concerns over security and corruption. This will have negative implications for the ruling Partido Institucional Revolucionario in the June 2015 mid-term elections, increasing the odds of a strong result by the main centre-right opposition party, the Partido Acción Nacional.

Lower Oil Prices: Limited Impact On Renewables

Falling oil prices pose a limited threat to the growth prospects of renewable energy, and do little to deter investment in the sector, due to the fact that oil plays a very minor role in the global power mix.

Whole Foods faces hungry competition in US

Whole Foods Market (WFM) dominates US upscale food retailing, with an annual sales profile of close to USD15bn. It has grown rapidly over the last ten years and has generated significant momentum and scale in the premium category. WFM's success has cleverly leveraged off the fresh and organic food trend. It is part of a new breed of US food and drink companies, such as fast-casual restaurant Chipotle (which also heavily emphasises the quality of its ingredients), that are driving their industries forward.

Competition bubbling up in Indonesia's carbonated soft drinks sector

The Indonesian carbonated soft drinks sector will become increasingly competitive over our forecast period to 2018. Fruit juices, functional drinks and ready-to-drink (RTD) coffee and tea are to capture a growing share of the soft drinks market. Competition between carbonated drinks manufacturers will intensify as a result, causing a drop in profit margins.

More cheer to come from Zambia's beer

The Zambian beer industry has enjoyed several years of fast-paced growth, and we expect this to continue despite the increase in tax on 'clear beer', effective in the country from January 2014. The market leader is Zambian Breweries, a subsidiary of SABMiller. Zambian Breweries has posted consistently strong volume growth over the past five years, though this may dip slightly in 2014 as the new tax takes effect. Zambian Breweries produces the country's most popular beer, Castle, which accounts for just under 60% of the group's total volume sales.

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