Myanmar’s continuing reform drive has attracted the interest of investors around the world, but the question remains whether or not we are witnessing a true opening up of one of the world’s most secluded states. Rahul Ghosh, Head of Asia Research, discusses with Andrew Wood, Asia Country Risk Analyst, and Daniel Gan, Infrastructure analyst, the… [Read more]
After posting strong metal import figures in recent months, we expect import growth to slow over 2012 in line with our expectation that China’s economic growth will come in below expectations. Over the course of 2012, we expect Chinese iron ore demand to be hardest hit by a significant slowdown in Chinese economic growth. This… [Read more]
On February 18th, China cut its Reserve Requirement Ratio by 0.5% to 20.5% in an effort to boost liquidity amid a declining economic growth outlook. In this week’s Business Monitor Podcast, Stuart Allsopp, Head of Asia Country Risk, discusses with Andrew Wood the hard landing scenario that looks to be unfolding in China, as well… [Read more]
Business Monitor Online’s Pharmaceuticals and Healthcare analysis has just published two new articles on trends in the sector. In the first article, we outline our belief that, in anticipation of an investment-led economic slowdown, the Chinese government will increase its efforts to boost the country’s social security net in order to control popular discontent. The… [Read more]
After a volatile year and a seemingly robust start to 2012, Mark Schaltuper, Head of Europe Country Risk & Financial Markets, asked Business Monitor’s Commodities team what the outlook for commodities is for the remainder of the year. John Davies, Ed Coughlan and Ophelie Buchet share their views on the upside potential for the commodity… [Read more]
US Republican presidential candidate Newt Gingrich on Wednesday, January 25, called for the United States to expand its space programme. In particular, he stated that the US would have a permanent base on the moon by the end of his putative second term, ie January 2021. This echoed former president George W. Bush’s goal of… [Read more]
Business Monitor Online has recently published two new analyses on North East Asia. China: With the economy heading towards a ‘hard landing’, we believe it will become increasingly difficult for the central government to report strong growth figures. While the headline GDP figure is as much a political issue as an economic one, a greater… [Read more]
