This week Mark Schaltuper is joined by Cedric Chehab, Head of Commodities Research at BMI, to discuss the outlook for the commodity complex. With macroeconomic headwinds in the making, how will cyclical commodities perform relative to grains and softs, and what are the risks of gold forming a bubble?
Against an increasingly challenging global economic backdrop, Richard Hamilton, Head of Latin America analysis at Business Monitor International, outlines three core themes for the region. Having been among the first regions to emerge from the global economic downturn in 2009, we take a look at the likely impact of a double-dip in China and an… [Read more]
Having recently spoken at a conference about sub-Saharan Africa (SSA)’s exposure to the global economic crisis, I am convinced more than ever that several SSA economies will fall into recession over the course of 2009. My colleagues at Business Monitor International (BMI) project that SSA’s real GDP growth will come in at just 0.5% in… [Read more]
