Telecare: Transforming The Delivery Of Healthcare
The spread of mobile phones and wireless subscriptions is already transforming the delivery of healthcare. In this week’s podcast, we are joined by Head of Telecoms Laura Holland and Pharmaceuticals...
View ArticleCommodities Correction: Implications For Sectors
Along with the rest of the global economy, commodities experienced a difficult May, with many important markets such as oil and copper breaking below key levels of support. With BMI’s below consensus...
View ArticleWhat To Expect In Spain And Greece
With Spain poised to seek a bailout and another round of Greek elections approaching, the eurozone crisis rumbles on. We are joined by our global strategist and Spain analyst Chris Graham to discuss a...
View ArticleEnd Of India’s Growth Story, Or Just A Bump In The Road?
Following India’s weak Q4 FY2011/12 growth print, consensus expectations for the subcontinent have rapidly deteriorated, with some even calling an end to the Indian growth story. Andrew Wood sits down...
View ArticleNorth American Oil In The Age Of Unconventionals
High oil prices and improved technologies have transformed the US oil market, pushing daily crude production to its highest level in 14 years. One of BMI’s London-based Oil&Gas analysts, Edward...
View ArticleThe Syrian Uprising: No End In Sight
The Syrian uprising has been raging for a year and a half, with no clear end in sight. Our analyst for the country, Leo Herzenstein, and BMI’s Head of Political Risk, Yoel Sano, join the podcast to...
View ArticleAfrican Economies In 2021
African economies’ impressive performance over the last decade is dispelling the continent’s image as a persistent underachiever. John Ashbourne, from BMI’s Sub-Saharan Africa team, joins the podcast...
View ArticleRenewables Renaissance In Japan?
Andrew Wood sits down with Asia Country Risk Analyst Esther Ye and Asia Renewables Analyst David Ng to discuss the nuclear power situation in Japan following the government’s recent decision to restart...
View ArticleVenezuela: A Pivotal Election Ahead – Can Chavez Prevail?
Venezuela is preparing to hold a pivotal presidential election on October 7, in which the opposition arguably has its best chance in many years to oust President Hugo Chavez. In this week’s podcast,...
View ArticleThe Rotting Core: Is France Next?
Last autumn, as concerns about Italy and Spain exploded to the fore, French yields spiked along with those of periphery Europe, turning the spotlight onto the country’s chronic fiscal deficits and...
View ArticleAsia: Regional Impact Of Food Price Shock
This week, Asia Commodities Analyst Aurelia Britsch and Head Of Asia Country Risk and Financial Markets Stuart Allsopp discuss the dramatic rally in grains prices over the past two months. Do soaring...
View ArticleMorsi Makes His Move
Nearly a year and a half after Hosni Mubarak was overthrown, Egyptian politics remain in a state of flux. The struggle between the Muslim Brotherhood and the military establishment has intensified...
View ArticleWill Rising Oil Revenues Revive Brazil’s Economic Growth?
The Brazilian economy is beginning to lose its lustre as the economy slows and the ‘custo Brazil’ (Brazil cost) remains high. However, the energy sector holds great promise, with the country poised to...
View ArticleNo Country For Old Stimulus
With economic growth flagging, both Beijing and Seoul announced fresh fiscal stimulus packages in early September. While the market reaction has largely been positive, we note that the new stimulus...
View ArticleAnti-American Protests In MENA: Causes And Consequences
Recent anti-American protests across the Middle East and North Africa (MENA) highlight the significant challenges that the United States faces in adjusting to the new, post-Arab Spring political and...
View ArticleVenezuela’s Election: What if…?
The coming weekend will see Venezuelans head to the polls to elect their president. Although we have expressed our scepticism at the prospect of the opposition candidate Henrique Capriles Radonski...
View ArticleChina After The Hard Landing: Global Winners And Losers (Podcast)
With Chinese economic growth continuing to slow, BMI has released a new Special Report, China After The Hard Landing: Global Winners And Losers, on the implications of the economic giant’s hard...
View ArticleGlobal Mining – The Winners & Losers In 2013-14
BMI’s below-consensus view on commodity prices has played out well so far in 2012, with the global mining industry facing one of the most challenging times in the last decade. Our Head of Mining,...
View ArticleCEE – A New Bread Basket Of The World?
As pressure on global food supplies increases over the coming years, emerging Europe has the potential to be become one of the world’s leading bread baskets. BMI’s Russia and Central Asia analyst...
View ArticleLand Of The Rising Yen: The Outlook For Japanese Financial Markets
It almost goes without saying that Japan is an extremely unique case in terms of asset performance over the past two decades. Since the crash of 1990, its equities have been mired in one of the...
View ArticleAfrica – Making Sense Of The Infrastructure Deficit
Africa’s infrastructure deficit is a well documented impediment to economic growth. Matthew Searle from BMI’s Africa team and Helene Wehtje from our Infrastructure team talk about their recent special...
View ArticleIsrael-Gaza Ceasefire: Is It Going To Hold?
The recent conflict between Israel and Hamas risked spiralling out of control until Egypt brokered a ceasefire on November 21. Leo Herzenstein from BMI’s Middle East team discusses whether the truce is...
View ArticleAutos: A Bright Spot Amid China’s Slowdown?
Following an underwhelming 2012, Stuart Allsopp and Umang Parikh take a look at prospects for auto sales in the Chinese market in 2013 and beyond. With the economy in store for a transitory growth...
View ArticleCentral America Outlook: Short-Term Pain, Long-Term Gain
In the run-up to the release of the hotly anticipated Central America Special Report, we welcome Latin America analyst, Julie Beckenstein, to discuss some of the broader themes facing the region over...
View ArticlePolitics Puts Italy Back Centre Stage Of Eurozone Crisis
Mario Monti’s dramatic resignation has put Italy back at centre-stage of the eurozone crisis, with ex-Prime Minister Silvio Berlusconi’s potential return to the fray rattling investor confidence. BMI’s...
View ArticleAsia 2013: No Time For Complacency
Despite the fact that Asia’s 2013 growth outlook appears to be brightening in line with a long-awaited bounce in the Chinese economy, we maintain that 2013 is no time for complacency. Head of Asia...
View ArticleThe Case For A Constructive US Growth Outlook
US GDP numbers disappointed in the fourth quarter, showing the first contraction in growth since 2009, and the unemployment rate ticked up from 7.8% to 7.9% in January. In this podcast, US analyst...
View ArticleSouth East Asia: A SEA Of Opportunities?
South East Asia was a major outperformer in 2012, with the ASEAN 10 economy expanding by an impressive 5.5% in real terms. In light of the region’s strong growth, combined with positive demographics...
View ArticleNigeria: Evaluating Sub-National Economic Divisions
With nearly 170 million people and a GDP of around US$300bn, Nigeria has a larger population and economy than the 30 smallest African countries combined. Given Nigeria’s size and diversity, it is...
View ArticleMalaysia – BN Election Victory A Boon For Economy?
This week, Risk Watchdog sits down with Senior Country Risk Analyst Andy Wang to discuss the Barisan Nasional Party’s recent victory in Malaysia’s general elections. With the incumbent BN’s share of...
View ArticleBeneficiation In The Mining Sector
This week, Risk Watchdog discusses beneficiation in the mining sector with Ed Coughlan, the head of BMI’s mining analysis research team. Concerned that local populations are not benefiting from a...
View ArticleFreight Rates And The Global Economy
Over 90% of global trade travels by ship, making the international freight market a key part of the global economy. Since 2009, the cost of shipping goods by sea has been highly volatile, and now rates...
View ArticleThe Future Of Beer In Emerging Markets
Facing weak growth in traditional markets, the world’s largest beer companies are expanding their presence in fast growing emerging economies, where rising incomes are boosting alcohol consumption....
View ArticleTurkey’s Protests: Political And Economic Implications
The outbreak of widespread popular unrest in Istanbul and other cities opposing Prime Minister Recep Tayyip Erdogan, whose decade long stint in power has been characterised by growing authoritarianism...
View ArticleOn The Ground In Brazil: Impressions On Economic Challenges Ahead
After meeting with Business Monitor’s clients and attending a conference in Brazil, Katherine Weber, Brazil analyst, shares her on-the-ground impressions and provides an outlook on the economy. Will...
View ArticleChina: Environmental Stresses Offer Investment Opportunities
China is at a major inflection point with regards to the ongoing degradation of its environment, and with the tide of public sentiment rapidly shifting, we believe that the time is nigh for the...
View ArticleThe Rise Of Generic Pharmaceuticals
The rise of generic pharmaceutical firms is transforming the global healthcare industry. Providing insight on the dynamics within the pharmaceutical sector, Pharmaceutical & Healthcare analyst...
View ArticleRising Bond Yields In Emerging Markets
Since the end of the global recession in 2009, yields on emerging market bonds have headed ever lower, with historical lows recorded earlier this year in Poland, Mexico, Turkey and South Africa. In...
View ArticleChinese Investment In African Oil
Africa is now China’s second largest source of oil, surpassed only by the Middle East. This week we will look at how growing Chinese demand for energy is affecting African economies. Is Chinese energy...
View ArticleUnrest In Brazil: Assessing The Policy Implications
As nationwide unrest in Brazil heads into its fourth week, we are rejoined by Business Monitor’s Brazil analyst, Katherine Weber, to make sense of recent events and understand the wider implications...
View ArticleUS Farm Bill Controversies
The US Congress remains unable to reach a decision on renewing America’s mammoth Farm Bill, a US$500bn federal programme outlining agricultural spending in the world’s largest food exporter. Given the...
View ArticleAsia – On Guard For H213
Business cycles across Asia are shifting down the gears, and we fully expect this trend to intensify as the second half of 2013 unfolds. Our full-year growth projections are pretty much below consensus...
View ArticleAfrica Attracting Global Automakers
Long ignored by international auto makers due to low incomes and poor business environments, Sub-Saharan Africa is now the focus of increasing interest in the global automotive sector. As incomes rise...
View ArticleEgypt’s Troubled Transition
Egypt’s strained political transition faced another challenge on July 3rd, when the army removed President Mohamed Morsi from office, claiming that his Muslim Brotherhood-led government was incapable...
View ArticleMyanmar: From Promise To Profits
Over a year after our last special report on the topic, and approximately three years since widely ridiculed elections installed a fresh, nominally civilian government in the country, Myanmar continues...
View ArticleAfghan Withdrawal: Domestic And Regional Implications
The ongoing withdrawal of US forces from Afghanistan (scheduled to be completed by the end of 2014), combined with the planned end of NATO combat operations, will have major implications not only on...
View ArticleRobert Mugabe’s Re-election And The Zimbabwean Economy
As the dust settles following Zimbabwe’s controversial election, we discuss the impact that Robert Mugabe’s re-election will have on the country’s fragile economy. Will the ruling ZANU-PF party...
View ArticleRiyadh’s Struggle With ‘Saudisation’
BMI Podcast: Saudi authorities are cracking down on undocumented immigrants, deporting hundreds of thousands of foreign workers from the country. The move is part of a broader ‘Saudisation’ scheme that...
View ArticleRecovery Ahead For European Carmakers?
The European passenger car market has seen sustained declines in recent years, and this has taken its toll on companies across the supply chain. BMI maintains a bearish regional outlook for 2013, and...
View ArticlePharmaceutical Demand Booming In Oil-Rich Gulf
The market for pharmaceuticals in the oil-rich Gulf States is rapidly expanding due to high incomes, a preference for patented medicines, and the increased prevalence of diseases – like diabetes –...
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