We are writing to inform you that our blog, Risk Watchdog, has moved to a new location.
From now on, the blog will be accessible at http://www.businessmonitor.com/blog
Please continue to read our blog, which is updated on a daily or near-daily basis.
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The Purpose Of Our Blog
At this stage, I’d like to take the opportunity to re-state the purpose of our blog.
Our blog has multiple objectives:
- To convey our views on key political, economic, financial market, and industrial sector developments worldwide, in a concise and timely manner.
- To provide you with an audio discussion of the above developments by means of our weekly podcasts.
- To ‘float’ in the public domain ideas that BMI analysts may not have adopted formally, but are discussing amongst ourselves.
- To alert readers to some of our online or print products, including our special reports.
The last point is particularly important to us. What you read on our blog every day or every week represents only a tiny fraction of our daily content on Business Monitor Online. It represents only the tip of the tip of the iceberg. We do not claim to be omniscient, but we do our best to provide you with “trusted intelligence for informed decisions”.
This Saturday, September 7, the International Olympic Committee (IOC) will announce the venue of the 2020 Olympic Games. Istanbul, Madrid, and Tokyo (in alphabetical order) are the three contenders. There is arguably no obvious choice for the winner. Tokyo probably has the best urban infrastructure of the three, but some critics argue that Japan’s colossal… [Read more]
The European passenger car market has seen sustained declines in recent years, and this has taken its toll on companies across the supply chain. BMI maintains a bearish regional outlook for 2013, and we expect to see ongoing declines in many markets over the year. Many manufacturers are shifting their strategic focus towards higher-growth emerging… [Read more]
European Automotive Podcast: Play Now
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The rising likelihood of a US-led air strike on Syria (even without the support of the UK) has pushed up global oil prices significantly. If this risk premium persists, higher oil prices will place additional pressure on crude importers, particularly emerging market countries that have also experienced significant currency depreciation in the past few months…. [Read more]
As the US gears up for a ‘limited’ strike on Syria, there is a danger that Washington could inadvertently escalate the conflict beyond its control. The US has been emphasising that any military strike against Syria would be limited in scope. This cautious rhetoric appears designed to reassure American voters, and allied Middle Eastern governments,… [Read more]
One currency that has continued to strengthen throughout the recent bout of weakness in emerging markets currency markets is the Chinese yuan. This has taken us slightly by surprise, for although China’s current account and external surpluses are in better shape than most of the other economies in the region, they are not materially different,… [Read more]
Business Monitor International (BMI) sees a high risk of ‘limited’ US airstrikes on Syria, owing to the government’s alleged responsibility for a major chemical attack last week that killed hundreds of people. In our latest crib sheet on the Syria conflict, published on Business Monitor Online on August 16, we suggested that direct Western military… [Read more]