Egypt’s presidential election in May 2012 will be a major milestone in the transition to democracy following the fall of long-time leader Hosni Mubarak in February 2011. The country’s most powerful political movement, the Muslim Brotherhood, announced earlier this month that it would field its own candidate, Khairat al-Shater, for the presidency, and we believe… [Read more]
Despite the major structural shortcomings and policy challenges, which overshadow much of frontier Europe’s investment outlook, a recent Business Monitor report identifies key long-term investment opportunities in the Western Balkan energy infrastructure sector. Europe Analyst Victoria Melvin and Power Analyst Laura Rizzotto join Mark Schaltuper to discuss their outlook.
Having recently returned from visiting the region, Lisa Lewin, Head of Sub-Saharan Africa Country Risk, and Matthew Searle, Sub-Saharan Africa analyst, share their on-the-ground impressions after visiting South Africa and Kenya respectively.
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]
Vladimir Putin won Russia’s presidential election in the first round on March 4, which will see him become Russia’s president for a third term in May. With political unrest in the run-up to the election having changed Russia’s political landscape for good, Yoel Sano, Head of Political Risk Analysis, speaks with Business Monitor’s Head of… [Read more]
The approval of a second bailout for Greece and a second LTRO auction by the European Central Bank have significantly alleviated meltdown risks for the eurozone periphery and the region’s banks. However, more will need to be accomplished over the next 12-18 months to ensure the long-term survival of the currency bloc. Mark Schaltuper, BMI’s… [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]
