Articles List

Articles List

Riding The Broadband Wave: VOD Snowballs In Africa

Improved broadband connectivity in Africa is driving the take-up of video-on-demand (VOD) services. The convenience and, in many cases, cheaper access cost offered by VOD relative to traditional pay-TV models will support the growth of the service over the coming years, with indigenous players taking the early initiative on the back of strong demand for locally-relevant content.

Risk To Insulin Analogue Market Outlook

While the producers of high value insulin analogues will continue to command a large proportion of National Health Service (NHS) funds, their revenue streams are at risk. Our view stems from data showing that growth in both unit terms and the net ingredient cost of human insulin analogues has been much lower over the past few years in comparison to growth a decade ago.

Americas Metals & Mining: Three Key Charts For The Next Five Years

The top three themes in the America's metals and mining sector over our forecast period to 2018 will be the growing importance of Peru in the global copper mining sector; increasing divergence in coal production trends between the US and Colombia, the region's two biggest producer; and the continued outperformance of the Colombian, Mexican, and Peruvian mining sectors.

Incursions Raise Stakes, But Kiev's Hand Weak

Market fears of direct Russian military invasion of mainland Ukraine and another round of Western sanctions on Russia are on the rise, as reflected in the rouble hitting an all-time low level of RUB37.00/USD on August 29. The sell-off was triggered by the spread of the fighting between Kiev forces and separatists from the Eastern Ukrainian regions of Donetsk and Luhansk to another front at the city of Novoazovsk situated on the Azov Sea and within few miles of the Russia's south-western border with Ukraine. The escalation of violence on the ground was accompanied by NATO officials' claims that Russia was ramping up help to separatists and sending air defence systems, artillery and tanks and that there are 1,000 Russian troops already operating on the ground within Ukraine.

Exports No Longer A Lifeline For Carmakers

BMI View: The worsening business environment in South Africa is threatening its role as an autos production and export hub. While labour relations are the main issue, protective tariffs by other countries looking to protect their developing autos industries create a new threat.

Whiskey and Craft Beer Leading US Alcohol

On a thematic level, craft beer and bourbon/American whiskey will continue to outperform in the US alcohol sector over our forecast period to 2018. The success of craft beer, driven to a large extent by apathy towards tired mainstream beer brands, has contributed to the renaissance American whiskey has enjoyed since around 2010. This trend has been highlighted by the acquisition of Beam by Japan's Suntory for USD16bn (largest deal ever in spirits) earlier in 2014.

Illumina Paves The Way For Personalised Medicine

Genetic sequencing technology will be increasingly deployed in scale as the cost of sequencing declines. Its usage in healthcare systems and by the pharmaceutical industry is set to rise as it promises to improve diagnostics and understanding of diseases. The widespread deployment of the technology will enable truly 'personalised medicine'.

New Financial Inclusion Programme Beneficial For Sector

India's penetration of the formal banking sector is well below the regional average. We believe that the new programme for financial inclusion introduced by Prime Minister Narendra Modi will be a long-term positive for the sector.

The End Of Traditional Pay-TV?

Innovation is required to truly take on the growing popularity of Netflix, the company that has given the staid pay-TV market a huge shake-up. Rogers' and Shaw's 'shomi' has little to differentiate it from the streaming giant but does highlight the need for traditional pay-TV providers to develop new business models.

Heating Woes On Coal Ruling

India's reliance on coal imports will increase over the coming years particularly in light of the country's court ruling that all coal mining licences awarded between 1993 and 2010 were illegal.