Key Analysis

Pages

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...

Read article ›
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...

Read article ›
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...

Read article ›
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...

Read article ›
Growth Forecasts Revised Downward

We have modestly revised downward Iraq's 2014 and 2015 real GDP growth forecasts. Increasing political instability will result in a marked decline in the expansion of the domestic economy, however...

Read article ›
Small Fiscal Deficit Belies Profligacy

Increased spending, much of which relates to upcoming elections, is as much to blame for Nigeria's recent fiscal deterioration as lower-than-planned oil production. The deficit will remain small at...

Read article ›

Pages

Filter results

By Geography

By Sector

By Information Type