What 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...
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