On November 12, Business Monitor International hosted a major investors’ conference on the risks, opportunities and outlook for emerging markets over the coming decade. Justin Patrie talks with senior BMI strategists Terry Alexander and Tim Cooper about some of the themes and surprises that emerged from the conference. Highlighted topics include EM outperformance, structural drivers [Read more...]
On Monday, November 9, much of Europe will be celebrating the 20th Anniversary of the Fall of the Berlin Wall and the catalyst it provided for the collapse of Communism on the continent. BMI’s Justin Patrie explains the significance of this event for Emerging Europe, and what the outlook is for the next 20 years [Read more...]
Convergence – the process by which less developed economies ‘catch-up’ with their more developed peers through rapid improvements in productivity – has been the dominant story throughout Central and Eastern Europe (CEE) for the better part of two decades now.
Certainly, it is the prevalent model by which most analysts expect the Western Balkans [Read more...]
The unsurprising landslide victory of the opposition GERB (Citizens for European Development of Bulgaria) party in Bulgaria’s parliamentary elections on Sunday (July 5) could prove to be the sea-change which many ordinary Bulgarians have been desperately waiting for. In the aftermath of the elections, I believe that the overwhelming support for the three-year old centre-right [Read more...]
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