Spain: Answering The Big Questions
On this week’s Podcast, BMI’s Spain analyst Chris Graham answers all the key questions concerning the stability and outlook for the Spanish economy. These include: Why is Spain so important for the...
View ArticleThe State Of The Spanish Housing Market
On this week’s podcast, we return to the issue of the Spanish economy and specifically, the state of the housing market. BMI’s Head of Country Risk & Financial Markets Justin Patrie talks with...
View ArticleLatin America: Look Out For Political Risk!
Political risk has ceased to be a dominant theme in Latin America over the past couple of years, allowing the region to emerge ever more prominently on global investors’ radar screens since the global...
View ArticleIs Turkey’s Economy Overheating?
There are big question marks over the current policy advocated by the Turkish central bank, which despite stellar economic growth chose to cut interest rates to stem the flow of ‘hot money’. With...
View ArticleGlobal Recovery In Trouble? Identifying The Main Sources Of Risk
Mark Schaltuper, Head of Europe analysis at Business Monitor International, is joined by Justin Patrie, Head of Country Risk and Financial Markets, and Jean-Paul Pigat, Head of Middle East and North...
View ArticleThai Election Scenarios: The Good, The Bad & The Ugly
Just over a year since widespread political protests and social unrest crippled Bangkok and scared off tourists, Thailand is gearing up for crucial general elections on July 3rd. With only weeks to go,...
View ArticleMacau’s Casino Boom: A House Of Cards?
The Special Administrative Region of Macau has been one of the fastest growing economies in the world in 2010 and so far this year on the back of phenomenal growth in its booming casino sector. This...
View ArticleIndian Monsoon: BMI On Weather Watch
Our focus this week is on the Indian monsoon, which remains a significant and unpredictable factor in determining the country’s agricultural performance, as well as that of headline inflation and...
View ArticleBrazil: Consumer Credit Bubble?
Brazil’s economy benefits from an almost perfect commodity mix, a rapidly rising consumer base and a government committed to improving the country’s investment climate, suggesting that it will continue...
View ArticleBank Stress Test: Insufficient, Unconvincing, Irrelevant!
The EU-wide bank stress test results released on July 15 offered little reprieve for financial markets as concerns over the eurozone sovereign debt crisis continue to dominate. At the heart of the...
View ArticleMarket Meltdown: Global Economy On The Edge (Special Report)
Mark Schaltuper, Head of Europe Country Risk and Financial Markets, and Tim Cooper, Chief Economic Strategist, come together to discuss Business Monitor’s latest Special Report titled “Market Meltdown:...
View ArticleAfter Qadhafi: The Outlook For Libya
Libyan rebels appear to have taken control of the capital Tripoli. However, Business Monitor’s Head of Political Risk Yoel Sano cautions against premature optimism. While stability remains far from...
View ArticleCentral Bank Of Kenya: “Stuck Between A Rock And A Hard Place”
Sharp exchange rate depreciation and rising inflationary pressures have been exacerbated by an unpredictable and often contradictory monetary policy by the Central Bank of Kenya. Can recent –...
View Article“The Eurozone Will Survive, But Resolution Will Take An Epic Crisis”
The title of a recent Business Monitor International report highlights the view that the eurozone is expected to muddle through. However, a resolution to the ongoing sovereign debt debacle will require...
View ArticleTurkish-Israeli Relations: On A Collision Course Or Just “Spilled Milk”?
Following the release of two recent reports on Business Monitor Online, on the geopolitical implications of the souring diplomatic relationship between Turkey and Israel, Mark Schaltuper, Head of...
View ArticleImminent Greek Default? “The Market Has Bet Its Life On It”
The ‘epic crisis’ scenario which we outlined in a recent podcast appears to be in full swing. With much riding on the decisions policymakers make in the very near term, Business Monitor’s Chief...
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China In 2012: The Year Of The Hard Landing?
China’s economic growth story has rapidly turned from one underpinned by productivity gains to one engineered by inflationary policies, and the quality of growth has suffered considerably as a result....
View ArticleOn The Ground In Cairo: Near-term Uncertainty To Dominate
A recent trip to Cairo has confirmed many of Business Monitor’s core views on the short and long-term outlook for the Egyptian economy. Key concerns for many investors include the upcoming...
View ArticleBMI On The Ground In Nigeria And Ghana
Business Monitor’s Head of Africa Country Risk and Financial Markets Lisa Lewin shares her impressions after a recent trip to Nigeria and Ghana in late October.
View ArticleEurozone: Back In The Danger Zone
The last week saw the eurozone rapidly spiral towards the brink of meltdown, days after it seemed as though a meaningful crisis response was upon us. Although the market response to rumours of a Greek...
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