Posts Tagged ‘China’
Wed Aug 11, 2010 15:35 BST |
Tensions have been rising in the South China Sea of late, and these are threatening to put strains on China’s relations with South East Asia and the US.
Essentially, China has reiterated its long-standing claims over the whole of the South China Sea, including the Spratly and Paracel islands. Unsurprisingly, this sovereignty assertion is disputed by [Read more...]
Tags: ASEAN, China, Dispute, Geopolitics, Hainan, islands, navy, Paracel, South China Sea, Spratly, Trade, US, Vietnam
Posted in: Asia, China, General, Geopolitics, Political Risk, US, oil and gas
Wed Aug 4, 2010 17:29 BST |
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...]
Tags: American films, Asia, blockbusters, censorship, China, emerging markets, foreign audiences, Hollywood, movies
Posted in: Africa, Asia, China, Emerging Europe, General, Latin America, Middle East, US
Fri Jul 23, 2010 17:15 BST |
The world’s largest manufacturer of construction equipment, Caterpillar, has announced impressive Q2 2010 results, with net profit almost doubling compared to Q2 2009 as a result of strong sales and revenues growth. Increased demand for machinery was the underlying growth driver, with cost-cutting boosting the bottom line.
The company is often considered a bellwether for the [Read more...]
Tags: Caterpillar, China, Construction, industry, infrastructure, Komatsu, Profits
Posted in: Asia, China, General
Thu Jul 22, 2010 16:12 BST |
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...]

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Tags: Asia, China, Container Shipping, demand, downturn, dry bulk, freight transport, Global recovery, ship building, Trade
Posted in: Asia, China, Commodities, General, Podcast, US
Fri Jul 16, 2010 13:53 BST |
Data from the second quarter has reinforced our long-held core outlook for a downturn in US growth in H210 and 2011. On this week’s Business Monitor Podcast, BMI’s Head of Country Risk and Financial Markets Justin Patrie and Global Economic Strategist Tim Cooper, revisit their views on the shape of the US recovery and the [Read more...]

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Tags: 2s10s, China, demand, Double Dip, downturn, Equities, Fed, Federal Reserve, Fixed Income, mid-term elections, monetary policy, recession, recovery, treasuries, United States, US dollar
Posted in: Currencies, Equities, Eurozone, Financials, General, Geopolitics, Podcast, Political Risk, US
Wed Jul 14, 2010 16:10 BST |
China’s Dagong Global Credit Rating Co earlier this week released what it described as the first ever assessment of sovereign credit risks by a non-Western ratings agency. Dagong’s report covers 50 countries (20 in Europe, 17 in Asia, 2 in North American, 6 in South American, 3 in Africa, and 2 in Oceania) comprising 90% [Read more...]
Tags: alternative discourse, China, credit, Dagong, Debt, Default, Downgrade, fiscal deficit, ratings agencies, sovereign risks
Posted in: China, Emerging Europe, Eurozone, General, Latin America, Middle East, Political Risk, UK, US
Wed Jul 7, 2010 16:47 BST |
BMI’s newest core view is that private healthcare spending as a percentage of total healthcare expenditure in emerging markets will decrease over the medium term. Governments in these countries increasingly appreciate the value of a healthy population and are boosting investment in medical services, such as pharmaceuticals, diagnostics, doctors, nurses, clinics and hospitals.
Notable public sector [Read more...]
Tags: Brazil, China, emerging markets, expenditure, health care, India, mexico, Pharmaceuticals, private sector, Russia, Turkey
Posted in: Asia, China, Emerging Europe, General, Latin America