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Onshore Gas Stagnates As Shell Divests

Shell's exit from the Kidan gas development JV highlights the effects of unattractive state-set gas prices on Saudi's gas sector. In the absence of adequate pricing reform, we predict slow progress...

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Infrastructure Outlook Still In Flux

Recent developments in Thailand support our long-held view that a change in regime could lead to a review of infrastructure projects approved by the previous incumbent. This review has already...

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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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Geopolitical Risk Will Linger In Brent

We have revised up our 2014 and 2015 average Brent forecasts to USD109.8/bbl and USD108.0/bbl respectively. A stalemate in the Iraq conflict will see lingering geopolitical risk to supply propping up...

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