We are maintaining our 2015 forecasts f...
Political Uncertainty Taking A Long-Term Toll
We are maintaining our 2015 forecasts for non-hydropower renewable generation and capacity in Australia this quarter as we had previously incorporated the effects of a decrease in investment. However, we are revising down our long-term forecasts due to continued political uncertainty and the ongoing...Read article
China To Provide Push For Railway Infrastructure
The momentum behind the Moscow-Kazan high-speed railway following Chinese support provides considerable upside risk to our railway infrastructure growth forecast for Russia over the next four years. We expect high-speed railway investment to dominate infrastructure industry value creation, due to th...Read article
Regional Fuel Reforms Positive For Automakers
Fuel reform in various countries across Asia, which will result in fuel subsidy cuts, will not have a meaningful negative impact on auto sales. Carmakers should stand to benefit from a more liberalised fuel market, allowing them to better plan for future car launches....Read article