Europe Views

Pages

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...

Read article ›
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...

Read article ›
First Step On Long Road To EU Accession

Moldova's signing of an Association Agreement (AA) and Deep and Comprehensive Free Trade Agreement (DCFTA) with the European Union, alongside Ukraine and Georgia on June 27, marks a significant step...

Read article ›
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...

Read article ›

Pages