What is the impact of global events on the region’s growth prospects and what are the implications for individual countries? If you need critical insights and market views to help you identify key opportunities and avoid market risks, Business Monitor International’s (BMI’s) expert analysts can provide the answers. Sign up for a free trial In… [Read more]
In Business Monitor Online today, my colleagues note that the Emerging Asia growth boom is beginning to show signs of succumbing to the stresses of high oil prices, higher interest rates, stronger currencies, and the supply chain disruptions brought about by the Japanese earthquake. While growth remains positive on the whole, the pace of expansion… [Read more]
Mark Schaltuper, Head of Europe analysis at Business Monitor International, is joined by Justin Patrie, Head of Country Risk and Financial Markets, and Jean-Paul Pigat, Head of Middle East and North Africa analysis, to identify some of the key sources of risk to the global economy.
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]
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 the industrial… [Read more]
