Europe Key Analysis

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Clouds On The Horizon For Solar

The recent solar boom in the UK may appear to be positive news for the UK's solar industry on the surface; however, we maintain our view that this level of growth is unsustainable over the long term...

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Chinese Building European Market Share

We expect that rising levels of Chinese infrastructure investment in Central, Eastern and South-eastern Europe to persist over the coming years. China has begun targeting the region's infrastructure...

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Limited Overall Impact From Import Ban

In retaliation to trade sanctions imposed by the US and EU, Russia on August 7 introduced a one-year ban on imports of certain agricultural products from select countries. Multilateral food trade...

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Pre-Crisis Growth Levels Unlikely

Spain's recovery will gather steam in 2014 and 2015, with exports remaining strong due to improving competitiveness. Consumer spending will also support growth, but a lack of progress on deleveraging...

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Still Expecting A Rate Cut In Q115

Russian rate markets remain overly hawkish towards the Central Bank of Russia (CBR)'s monetary policy trajectory, in our view, following the surprise rate hike on July 25. According to the statement...

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