Autos: 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...
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