Iran War Risks Rising
The past fortnight has seen increased speculation that Israel could launch air strikes against Iran to prevent it from developing nuclear weapons. With the world economy already facing risks from the...
View ArticleGlobal Themes For 2011 – Retrospective
Towards the end of 2010 our global team identified nine key global themes for 2011, ranging from an intensification of the eurozone debt crisis to ‘all eyes on China’. With 2011 now coming to a close,...
View ArticleCommodity Outlook: Key Themes And Core Risks
After a volatile year and a seemingly robust start to 2012, Mark Schaltuper, Head of Europe Country Risk & Financial Markets, asked Business Monitor’s Commodities team what the outlook for...
View ArticleEgypt, One Year After Mubarak
February 11 marks the first anniversary of the overthrow of former Egyptian president Hosni Mubarak. In this week’s Business Monitor Podcast, Jean-Paul Pigat, Head of Middle East and North Africa...
View ArticleChinese Hard Landing Revisited
On February 18th, China cut its Reserve Requirement Ratio by 0.5% to 20.5% in an effort to boost liquidity amid a declining economic growth outlook. In this week’s Business Monitor Podcast, Stuart...
View ArticleEurozone Crisis: Is Short-Term Relief Enough To Ensure Survival?
The approval of a second bailout for Greece and a second LTRO auction by the European Central Bank have significantly alleviated meltdown risks for the eurozone periphery and the region’s banks....
View ArticlePutin’s Return To The Kremlin: What To Expect
Vladimir Putin won Russia’s presidential election in the first round on March 4, which will see him become Russia’s president for a third term in May. With political unrest in the run-up to the...
View ArticleMyanmar Awakens: Unearthing Asia’s Hidden Gem
Myanmar’s continuing reform drive has attracted the interest of investors around the world, but the question remains whether or not we are witnessing a true opening up of one of the world’s most...
View ArticleOn The Ground In Sub-Saharan Africa: Vast Potential, But All Eyes On...
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View ArticleEU Accession Prospects Place Balkan Energy On Investment Map
Despite the major structural shortcomings and policy challenges, which overshadow much of frontier Europe’s investment outlook, a recent Business Monitor report identifies key long-term investment...
View ArticleEgypt’s Presidential Election: What To Expect
Egypt’s presidential election in May 2012 will be a major milestone in the transition to democracy following the fall of long-time leader Hosni Mubarak in February 2011. The country’s most powerful...
View ArticleArgentina And Venezuela Risks Remain Underappreciated
Mark Schaltuper speaks to Business Monitor’s Head of Latin America Country Risk Richard Hamilton and Latin America Analyst Davide Scigliuzzo in New York to discuss why 2012 may prove to be a ‘pivotal...
View ArticleChina: Downside Risks Dominate Yuan Outlook
Andrew Wood speaks to Business Monitor’s Head of Asia Country Risk and Financial Markets, Stuart Allsopp, about China’s recent move to slightly liberalise yuan trading. Against popular consensus,...
View ArticleEurozone Crisis Update: Where We Are In The ‘Muddle Through’ Scenario
To mark the three-year anniversary of the Business Monitor Podcast, this week we feature an impressive panel of Europe analysts to recap our views on the eurozone crisis. Following an initially...
View ArticleChina In Africa: Seen Through The Healthcare Sector
China’s relationship with Africa is a complex and controversial topic. Our Pharmaceutical analyst Dan Rosen joins the podcast to talk us through the effects of China’s growing presence on the African...
View ArticleLucky Country Faces Perfect Storm
Despite surviving the Global Financial Crisis in relatively better shape than the rest of the developed world, Australia now faces a similar fate to that of the US as its housing market shows signs of...
View ArticleRussia: How Credible Are The New Government’s Promises Of Modernisation?
As Vladimir Putin returns to the presidency, the outlook for Russia is as uncertain as ever. Our head of Europe Country Risk, Mark Schaltuper, discusses what the recent protests mean for the country’s...
View ArticleLatin America Economic Divergence Opening Up
For several months now, BMI has flagged the likelihood of a slowdown in the Brazilian economy as imbalances unwind over the coming years. Just as this process begins, there are signs that the Mexican...
View ArticleTelecare: 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...
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