This week the People’s Bank of China tried to send a clear signal that it is starting to tighten monetary conditions as the economic recovery takes hold. Stuart Allsopp, BMI China analyst, explains the significance of the bank’s  move to raise its 3-month bill financing rate and reserve requirement ratios for the monetary policy outlook [Read more...]

 

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Around this time last year, I blogged about the correlation between the completion of skyscrapers and recessions. Having just returned from the UAE, which is getting ready to open the spectacular Burj Dubai in December, I can confirm the relationship remains in place. Certainly, the opening of the tower doesn’t mark the beginning of the [Read more...]

Me and my colleagues at Business Monitor have remained outright bullish the Brazilian Bovespa since early August – a view which continues to look very strong in the BMI portfolio. At some point today, the position was up 10.4%, and continues to head towards BMI’s 64,000 target, following a strong weekly close last week (at [Read more...]

Today, BMI’s illustrious Key Markets View portfolio welcomes four new members - Long S&P Financials, Long Brazilian Bovespa, Long Korean Won, and Long Zambian Kwacha. There may be more to come, because there are still a lot of opportunities across asset markets. Have a look at a long-dated Nikkei chart, or some of [Read more...]

Matt Mirecki from Business Monitor’s Asia desk discusses the outlook for a ‘double-dip’ economic cycle in China over the next several years.

 

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