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Country analysis

Shock Trump victory raises concerns for US-China ties

China - Trade tensions loom but there could be upsides for China from an isolationist turn by the US.

Trump’s win brings uncertainty to Latin America policy

Latin America - Trade and immigration issues will dominate the agenda, putting Mexico most at risk.

Middle East faces a new, post-US paradigm

MENA - Donald Trump's election will add to instability in the region but may provide some indirect economic benefits.

Risk analysis

Risk analysis

Legal and regulatory risk

Iran - The US Treasury has updated its guidance for firms and banks looking to do business in Iran.

Operational risk ratings review

World - We remain concerned that a government-engineered sharp slowdown in China from 2018 will escalate into a disorderly downward economic spiral.

Credit risk

Iran - We have upgraded Iran's sovereign risk rating, to BB, as the government has made progress in clearing its domestic and foreign payments arrears.

Industry analysis

Industry analysis

The research route

World - Pharmaceuticals - AbbVie, AstraZeneca and Eli Lilly all see investment in R&D; as the way to fill revenue gaps left by patent expiry.

Is the boom over?

Asia - Electricity - Growth in global coal capacity is slowing, but not fast enough to meet the climate targets set in Paris last year.

Land of opportunity and failure

China - Consumer Goods - Most top retailers are now present in China, but some strategies are more successful than others.

Reports, Webinars and Podcasts

EIU Perspectives

Making Asia anxious again

The view from Tokyo of the US presidential election

The State of US Energy

Tracking energy demand trends

The example of peripheral arterial disease

Examining the policy response to vascular disease

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Global outlook November 2016

October 21st 2016
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