Entries for December 2012
Mon Dec 17, 2012 15:32 BST |
Business Monitor International (BMI) has just published its latest quarterly Global Political Outlook, covering the year 2013. Perhaps the biggest single political risk with major international implications in 2013 is the growing possibility that Israel will launch airstrikes against Iran’s nuclear programme. Israeli Prime Minister Benjamin Netanyahu is likely to be re-elected in January 2013,… [Read more]
Tags: 2013, Argentina, elections, Eurozone, Germany, Iran, Italy, Japan, North Korea, Political Risks, Syria, Venezuela
Posted in: Africa, Asia, Emerging Markets, Eurozone, General, Geopolitics, Latin America, Middle East, Political Risk, Western Europe
Fri Dec 14, 2012 16:26 BST |
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 Italy analyst, James Howat, discusses the outlook for the election and what bearing it will have on the future of the ‘Monti Agenda.’

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Tags: Beppe Grillo, Democratic Party, Ecology, Italy; Italian election, James Howat, Left, Liberty, Mario Monti, Pier Luigi Bersani, Political Risk, Silvio Berlusconi, structural reforms, Technocratic government, Thaddeus Best, will Monti stand again
Posted in: Eurozone, Fixed Income, Podcast, Political Risk
Fri Dec 14, 2012 14:38 BST |
Japan will hold a general election on Sunday, 16 December, 2012, in which the ruling Democratic Party of Japan (DPJ) is expected to see a catastrophic defeat, potentially losing around two-thirds of its 230 seats in the 480-member Diet. This would mark a sharp reversal of fortunes from its historic victory in the 2009 election,… [Read more]
Tags: demographics, DPJ, Economy, election, fiscal crisis, Japan, LDP, Shintaro Ishihara, Shinzo Abe, Toru Hashimoto
Posted in: Asia, General, Political Risk
Wed Dec 12, 2012 15:50 BST |
Italy will be back at the centre stage of the eurozone crisis, as the country gears up for a general election in early 2013. Prime Minister Mario Monti announced on December 10, 2012 his resignation once the 2013 budget law is passed, following h buy viagra in canada is predecessor Silvio Berlusconi’s decision to once… [Read more]
Tags: 2013 election, austerity, Debt, Italy, Mario Monti, Pier Luigi Bersani, reform, Silvio Berlusconi
Posted in: Eurozone, General, Political Risk, Western Europe
Tue Dec 11, 2012 15:17 BST |
Venezuelan President Hugo Chávez’s health is deteriorating, implying that his 14-year rule could come to an end in the not too distant future. Although there are multiple scenarios for what could follow Chávez’s departure, we maintain our view that regardless of the outcome, a quick shift to more orthodox economic policies is unlikely, and that… [Read more]
Tags: Diosdado Cabello, Henrique Capriles Radonski, Hugo Chavez, Nicolas Maduro, reforms, scenarios, successor, Venezuela
Posted in: Business Environment, Emerging Markets, Fixed Income, General, Latin America, Political Risk
Mon Dec 10, 2012 15:20 BST |
Business Monitor International (BMI) expects more Indian companies to venture overseas in the pursuit of copper, coal, and iron ore, as the economy experiences rapid growth and regulations restrict domestic investment opportunities. We expect Africa to become the key destination for Indian mineral sector investment as the continent is rich in high-grade untapped reserves. We… [Read more]
Tags: Africa, Botswana, coal, copper, India, investment, iron ore, mining, Mozambique, Namibia, Niger, south africa, Zambia
Posted in: Africa, Commodities, Emerging Markets, freight transport, General, India
Fri Dec 7, 2012 15:51 BST |
Having rallied into Q3 2012 following the European Central Bank (ECB)’s pledge to purchase peripheral eurozone sovereign debt (only under certain conditions, of course), the euro has been trading around key resistance at US$1.30/EUR. Although the euro has slipped somewhat following some relatively dovish comments by ECB President Mario Draghi after the bank’s monetary policy… [Read more]
Tags: dollar, ECB, euro, monetary policy
Posted in: Currencies, Eurozone, General, Western Europe