Over the coming week, my colleagues and I will be publishing our global and regional economic outlooks for 2012 on Business Monitor Online. The good news is that we have just published our Africa Outlook today. In this article, we identify and discuss five themes for the next 12 months: Weak external demand, due to… [Read more]
At the height of the crisis, BMI suggested that a story of ‘Three Asias’ – that of China and India, the domestic demand-driven economies and the trade-dependent states – would dictate the pace and virility with which the region would recover from the global downturn. A year on, Justin Patrie asks Rahul Ghosh, Head of… [Read more]
In this week’s Business Monitor podcast, Yoel Sano speaks to Lisa Lewin, Head of Africa Analysis, on her recent trip to Nigeria and Ghana. Lisa discusses both countries’ economic outlook for 2010, Nigeria’s banking sector and political crisis, and how Ghana’s forthcoming oil production promises to transform the economy.
Asia’s economies are already in recovery mode, but there are still many uncertainties ahead. In a ‘Webinar’ held with the American Chamber of Commerce (AMCHAM) in Singapore, BMI analysts Yoel Sano and Eugene Leow discuss the following questions: • Which economies will be outperformers in 2009 and 2010, and why? • Are Asian economies decoupling… [Read more]
Among other things, I’m just wrapping up a three-day working trip to Istanbul, where I participated in an investor’s conference focusing on the Central and Eastern Europe (CEE) region as well as met BMI clients to discuss views from the ground level. I figured I would take the opportunity while I’m waiting for my flight… [Read more]
