International

  • Sep 15, 2015
  • 7 min read

Global coal market will stay oversupplied

Cyclical and structural changes in global coal markets undermine confidence in the sector

International
  • Sep 14, 2015
  • 6 min read

Prospects for oil in the fourth quarter

Iran's anticipated return to the market, along with tepid emerging market demand growth, shapes the outlook

International
  • Sep 14, 2015
  • 6 min read

China supplants Fed as main risk to EMs

China is more likely to weigh on EM performance than the Fed's decision on September 17

International
  • Sep 11, 2015
  • 7 min read

BRICS trade strategies might be headed for a shift

BRICS have not had a single commercial policy thus far, but more coordination could be ahead

International
  • Sep 10, 2015
  • 7 min read

Prospects for defence in the fourth quarter

Ongoing war in Syria, drones and negotiations on the sale of French Mistral helicopter-carriers will be the main issues

International
  • Sep 9, 2015
  • 7 min read

Prospects for agriculture in the fourth quarter

Although agricultural output and prices are relatively stable, coming months threaten currency- and weather-linked risks

International
  • Sep 4, 2015
  • 7 min read

Prospects for infrastructure in the fourth quarter

The future of global trade will depend on there being sufficient port and other logistics infrastructure

Africa
  • Sep 3, 2015
  • 7 min read

Prospects for natural gas in the fourth quarter

Rising gas demand in the northern hemisphere's winter season will not be enough to outdo the supply glut

International