Business Monitor International’s (BMI) Head of Latin America Country Risk & Financial Markets, Richard Hamilton, and Head of Americas Research, Cedric Chehab, discuss BMI’s core global themes and the impact and opportunities these will create within the Latin American and Caribbean market. Sign up for a free trial In this recorded webinar the team examines… [Read more]

Monetary data out of China released over the past week have bolstered investor sentiment. Chinese CPI (consumer price index) continued to fall in December 2011, coming in at a 15-month low of 4.1% y-o-y (compared with the 6.5% high registered in June), while producer price inflation was subdued at just 1.7%. Such disinflation raises hope… [Read more]

Riskwatchdog is becoming increasingly wary about the outlook for Brazilian credit, and now sees potential for a more rapid unwind of lending operations than I had initially anticipated. Total available credit expanded by a strong 18.2% y-o-y in November, according to recent data published by the central bank, but a deterioration in external conditions in… [Read more]

One thing we can be certain about is that the recent trend towards easier monetary policy in both developed and emerging markets has much further to run in 2012. On Thursday, December 8, the European Central Bank cut rates by 25bps for the second time in as many months, and we expect that continued macroeconomic… [Read more]

Business Monitor International (BMI) has just published a comprehensive assessment of global shale oil and oil shale developments, and their implications. The main themes and conclusions are as follows: Shale oil has much stronger prospects than oil shale, as the technology and economics of production are far more favourable for the former. Shale oil is… [Read more]

In Business Monitor Online this week, we run two major features on emerging markets – namely Brazilian outperformance against Mexico over the coming decade, and Thailand’s economy after the country’s worst floods in decades. In the first feature, we explain why Brazil’s economic growth will significantly outperform Mexico’s over the next 10 years, despite the… [Read more]

BMI sees strong potential for agricultural machinery sales in emerging markets in the coming years, as relatively strong growth prospects, high commodity prices and available credit drive sales. For the US, the single largest user of agricultural machinery, we see potential for some increase in sales towards the end of 2011, but we do not… [Read more]