United Kingdom Views

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Scottish Referendum Primer

Although we still believe that the upcoming Scottish independence referendum in September will be rejected by the electorate, the Unionists may only win by a single digit lead. Such a small margin...

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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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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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