In early March, Business Monitor Online highlighted a bullish break for the Mexican peso against the Brazilian real, arguing that the peso would see further outperformance, and since then this view has played out well. Indeed, although the realis holding to support around BRL1.9000/US$, the peso’s recent gains has brought the unit to a two-year… [Read more]
To mark the three-year anniversary of the Business Monitor Podcast, this week we feature an impressive panel of Europe analysts to recap our views on the eurozone crisis. Following an initially positive response to the ECB’s liquidity injections since December 2011, several key political developments seems to have shaken market sentiment once again. Our latest… [Read more]
Tibet is important for China for geopolitical reasons and its territorial integrity, but now it is emerging as a solar power generating location. The city of Xigaze will benefit greatly from a string of new solar photovoltaic (PV) plants, and we expect many more PV projects in Tibet in the future. There are several reasons… [Read more]
Business Monitor Online recently published a feature on the rapidly developing area of Smart Grids. Why Do We Need A Smart Grid? In order to meet energy demand growth, improve efficiency and meet climate change obligations. Conventional grids are unable to handle more complex energy dynamics, particularly unpredictable sources like renewables. In the smart grid,… [Read more]
Business Monitor Online has just published its latest refined fuels forecasts for 2012-2016. Below, we list some key takeaways from the piece: New Format The forecasts cover six refined products across three regions. We forecast the global average price for each product over the next five years. The forecasts are driven and guided by BMI’s… [Read more]
Socialist party frontrunner François Hollande took pole position in yesterday’s first round of French presidential elections winning 28% of the vote compared to President Sarkozy’s 27%. Support from both the political extremes was much fiercer than previous years, with Le Pen picking up almost 18% of the vote and Parti de Gauche’s firebrand leader Jean-Luc… [Read more]
Andrew Wood speaks to Business Monitor’s Head of Asia Country Risk and Financial Markets, Stuart Allsopp, about China’s recent move to slightly liberalise yuan trading. Against popular consensus, Stuart explains why Beijing would actually be happy to see some weakness in the yuan, why the unit is not the one-way bet that many investors believe… [Read more]
