Key Analysis

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Tesco Turnaround Plan Shows Promise

Tesco's recently announced cost cutting programme is a strong step forward toward making the critical price cutting model work. However, the company is still lumbered with too many large out-of-town...

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Anaemic Growth To Persist

There is little upside for Brazilian real GDP growth in the next several years, in light of a poor business environment, weak consumer confidence and lacklustre external environment. A nascent policy...

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Key Risks For 2015

Political risk will be the key driver of uncertainty in Latin America in the coming year, with the majority of our risk scenarios dependent on government decision-making rather than economic...

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