International
Global coal market will stay oversupplied
Cyclical and structural changes in global coal markets undermine confidence in the sector
InternationalProspects for oil in the fourth quarter
Iran's anticipated return to the market, along with tepid emerging market demand growth, shapes the outlook
InternationalChina supplants Fed as main risk to EMs
China is more likely to weigh on EM performance than the Fed's decision on September 17
InternationalBRICS trade strategies might be headed for a shift
BRICS have not had a single commercial policy thus far, but more coordination could be ahead
InternationalProspects 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
InternationalProspects for agriculture in the fourth quarter
Although agricultural output and prices are relatively stable, coming months threaten currency- and weather-linked risks
InternationalProspects for infrastructure in the fourth quarter
The future of global trade will depend on there being sufficient port and other logistics infrastructure
AfricaProspects 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