In Business Monitor Online and Emerging Markets Monitor magazine this week, my colleagues in BMI’s Asia team assess the region’s vulnerability to the ongoing fiscal crises in the eurozone and renewed economic weakness in the US. Essentially, there are five possible channels through which a eurozone crisis could impact Asia: 1) direct losses on exposure… [Read more]
In Business Monitor Online today, my colleagues note that the Emerging Asia growth boom is beginning to show signs of succumbing to the stresses of high oil prices, higher interest rates, stronger currencies, and the supply chain disruptions brought about by the Japanese earthquake. While growth remains positive on the whole, the pace of expansion… [Read more]
The Clash Of The Soft Drinks Giants In Emerging Markets Peruvian drinks company Aje Group announced last week that it is issue its first bond, worth US$200mn, to fund expansion into Asia and Latin America and revealed it was also considering an IPO (initial public offering). The prospect of more rapid growth for Aje is… [Read more]
As we head into 2011, my colleagues at BMI’s Latin America Rearch Team have outlined four core themes which will shape Latin America’s macro and market outlook for the upcoming year. 1. Monetary Policy – An End To Inflation Targeting? A desire to maintain export competitiveness will continue to slow the pace of policy rate… [Read more]
The news that Italian scooter manufacturer Piaggio is looking to produce a mini car for ‘congested cities’ in Asia and Europe signals the beginning of a response by the two-wheeled segment to the wave of small cars appearing in emerging markets (EMs), largely with the aim of winning over those looking to upsize to four… [Read more]
Last year, I mentioned that if Emerging Markets are truly to dominate the 21st century, then they would have to capture the world’s imagination through ‘soft power’, which I defined to mean cultural appeal. While I expect this will be a long-term process, evidence of Emerging Markets’ ability to transform Hollywood was apparent in a… [Read more]
Through the second quarter of 2010, many analysts noted a divergence between seemingly positive microeconomic data and a macroeconomic outlook which was flagging a renewed downturn in growth. A seemingly strong recovery in container shipping in particular augured well for global demand and trade. On this week’s Business Monitor Podcast, BMI’s Head of Shipping and… [Read more]
