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Beeline's 4G Move Too Soon

The launch of 4G LTE by Beeline is an attempt to preserve high profit margins ahead of the anticipated re-entry of MTS into the mobile market. The 4G service will see insignificant uptake given its...

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Sovereign Profiles To Deteriorate

Structural fiscal deficits, sustained currency weakness, and the inevitable rise of interest rates in key developed markets will all increase the risks to the sovereign borrowing profiles of most Sub...

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Global Strategy

The ECB has embarked on additional monetary easing at the September meeting, earlier than we had expected. The ECB's almost knee-jerk reaction to the longstanding deterioration in headline inflation...

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