Europe Views

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Rising Use Of E-Cigarettes

There is a growing demand for smoking cessation products as global tobacco consumption remains stubbornly highly despite the increase in global health warning labels on tobacco packages and national...

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Selectively Bullish Asian FX

We remain broadly bullish towards Asian FX (excluding the Chinese yuan and New Zealand dollar), as we continue to believe that a combination of stronger real GDP growth, higher real yields and...

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4G Delay Confirms Risk Outlook

The postponement of the 4G auction confirms our short-term telecoms risk outlook. We believe regulatory headwind are unlikely to dissipate anytime soon under the military Junta and this will upset...

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Drug Prices Continue To Fall

Governments will increasingly impose price controls on pharmaceuticals. Drugmakers have generally charged what the market will bear in developed and emerging markets. High prices were previously...

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