Key Analysis

Pages

Blowback Likely From Impending Duties

The duties proposed by the US Department of Commerce on Chinese solar products will severely impact the profitability of Chinese manufacturers operating in the US if they are passed. The imposition...

Read article ›
Healthier Profit Margins From 4G Growth

The successful bids of spectrum at close to reserve prices indicate the stable market structure of HK in the coming years. We expect profits for Hong Kong operators to improve as 4G is increasingly...

Read article ›
Mining & Metals Equity Outlook

We expect mining equities to continue facing headwinds into 2015 and therefore expect the Bloomberg World Mining Index to underperform broader global equities. Miners' performance will be capped by...

Read article ›

Pages

Filter results

By Geography

By Sector

By Information Type