Germany Key Analysis

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Facebook-WhatsApp: Show Me The Money

Social media platform Facebook has agreed a deal worth US$19bn for the acquisition of over-the-top (OTT) messaging mobile application WhatsApp. The amount is comprised of US$4bn in cash and...

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Domestic Growth Drivers To Improve

German domestic demand will recover from a poor Q413 in early 2014, despite weaker external demand from emerging markets. We maintain our above-consensus real GDP growth forecast of 1.9% for this...

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Regional Equity Strategy

We are up 1.5% on our bullish Spanish small caps view since it was entered in our asset class strategy on January 9 (played through the IBEXS index), and see potential for further gains over the next...

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BMI Logistics Index: Emerging Europe

Emerging Europe is ranked fourth in the BMI Logistics Index out of our six region breakdowns. The US and Western Europe region understandably leads the pack given the strong supply chain options,...

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