Africa 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 ArticleGlobal Markets Podcast
Risk Watchdog is proud to introduce Business Monitor International’s first Podcast. Terry Alexander and Tim Cooper discuss BMI’s outlook on global financial markets.
View ArticleCEE 2009 vs Asia 1998
In Business Monitor International’s second weekly podcast Mark Schaltuper speaks to Justin Patrie about the economic outlook for Central and Eastern Europe. How will the region perform compared to the...
View ArticleA ‘Double-Dip’ Scenario For China?
Matt Mirecki from Business Monitor’s Asia desk discusses the outlook for a ‘double-dip’ economic cycle in China over the next several years.
View ArticleGlobal Rally – How Much More Is In Store?
A special podcast on the rally in global equity markets. Terry Alexander, Tim Cooper and Cedric Chehab give an outlook on where markets are heading and what this may imply about the global fundamental...
View ArticleBalance of Payments Crises – Painful Adjustments Ahead
As part of the recent podcast series addressing the build-up of imbalances in the global economy, Bruce Jeffery provides an insight into the nature of balance of payments crises and how they come...
View ArticleFeeding The Dragon: The Implications Of China’s Resource Binge
The first in a series of podcasts looking at the implications of Chinese credit line extensions to emerging markets, in return for resources. This podcast focuses on the role of the recent inventory...
View ArticleLatvian Devaluation – A Question Of ‘When, Not If’
The sharp spike in Latvian interbank lending rates and the sovereign’s credit default protection premium gave a taste of what awaits the country in case of a devaluation, after key economic advisors to...
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Global Markets Update – Can The Rally Continue?
Several months into the rally, how much more room is there for global markets to climb? Terry Alexander, head of Country Risk at Business Monitor International, makes the case for a sustained rally...
View ArticleIran Election Crisis – The Implications
Bloody clashes between Iranian security forces and protestors contesting last Friday’s election results have seen the largest public gathering in Iran since the Islamic Revolution 30 years ago. Liz...
View ArticleLife After Lula – Will Brazil Remain An EM Frontrunner?
With the economy taking a knock from global headwinds – and President Lula set to leave office in 2010 – can Brazil retain its place amongst the EM elite? Mark Schaltuper, Latin America country risk...
View ArticleThe End Of The US Recession – What Comes Next?
In light of recent economic data from the US, Tim Cooper – Global Economic Strategist at Business Monitor International – suggests that the US recession may now be over. However, he believes that there...
View ArticlePolitical Risk On The Rise – Is The Economy To Blame?
With public unrest and ethnic tensions rising, we look at the role the economy has played in fostering political risk around the world, from China’s Xinjiang province to Central America on the eve of a...
View ArticleNigeria Outlook – On The MEND?
Nigeria’s main militant group, the Movement for the Emancipation of the Niger Delta, has announced a 60-day ceasefire in a bid to kick start talks with the government. Albeit a fragile truce, the news...
View ArticleEmerging Europe – Was The Crisis Talk Overdone?
Three months ago, Justin Patrie, Head of Emerging Europe at Business Monitor came onto the podcast to discuss Central and Eastern Europe. At the time, very weak Q408-Q109 economic data suggested a deep...
View ArticleFeeding The Dragon II: Can China’s Resource Binge Continue?
We revisit the theme of China’s procurement of natural resources on a massive scale, and its impact on commodity markets. Matt Mirecki and Cedric Chehab discuss the sustainability of Chinese strategic...
View ArticleGlobal Market Update – Is The Latest Non-Farm Payroll Data An Encouraging Sign?
BMI Global Economist, Tim Cooper, shares his views on what the latest slowdown in job losses means for the US economy and financial markets.
View ArticleSugar Rush – Leading The Way Among Soft Commodities
BMI chief commodity analyst Cedric Chehab discusses his outlook on soft commodities, and how the techincal and fundamental pictures align for a bullish outlook on sugar.
View ArticleEurope After The Trough – Little To Be Excited About
BMI’s Justin Patrie cautions against premature excitement following the release of Q2 GDP data for several CEE and eurozone economies. Nevertheless, differentiation will remain key and the usual...
View ArticleLonger-Term Market Views: What’s Hot In Latin America
Putting short-term views aside, Latin America’s Rahul Ghosh discusses the longer-term investment opportunities in the region. Prudent policies, commodity wealth and a promising consumer picture make...
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