Latin America Views

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Investment Slowdown To Temper Growth

Brazil's weak Q114 GDP print reaffirms our view that the economy will continue to see tepid growth in the coming years, as the consumption story is dimming and investment has yet to pick up...

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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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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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