Europe Key Analysis

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Shale Delayed By LNG And Arctic

Limited progression on Russian shale oil projects highlights their unattractiveness next to Arctic and LNG developments. Despite vast potential resources, IOC interest and improved incentives, we...

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Mining M&A: Asia & Gold Shine

Mining M&A will continue to pick up over the coming quarters with the bulk of deal flows concentrating in Asia and gold. Despite China's push to secure resource investment globally, mining M&...

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Global Renewables 'Brightspots'

UK offshore wind, Japan solar PV, Turkey onshore wind, Chile solar PV and South Africa solar PV, CSP and onshore wind are all 'brightspots' in the global renewables market. Companies with exposure to...

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Telekom Austria (A1) - Q3 2014

Telekom Austria is the incumbent telecoms operator in Austria, providing fixed-line telephony (local, long distance and international), data and value-added communications, internet access and mobile...

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House Building Facing Fewer Risks

We remain positive on the UK residential construction sector and highlight that there is potential for us to upgrade our forecasts following strong growth in the number of housing starts over the...

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MFS Growth Trend Gaining Steam

There is massive growth potential for mobile financial services (MFS) across the developing and developed world, facilitated by the near ubiquitous penetration of mobile handsets. While these...

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