Posts Tagged ‘Egypt’
Fri Aug 6, 2010 17:00 BST |
On this week’s podcast, we return our attention to emerging markets, highlighting opportunities beyond the BRICs in EMEA- Europe, Middle East and Africa. Business Monitor’s Head of Country Risk and Financial Markets Justin Patrie, discusses the outlook for Egypt, Ghana and Turkey with Mark Schaltuper, Head of Europe Analysis, Liz Martins, Head of Middle East [Read more...]

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Tags: actionable strategies, Banking, consumer spending, demographics, Egypt, emerging markets, Equities, finance, Ghana, investor outlook, macroeconomic outlook, oil and gas, Opportunities, Political Risk, risks, sectors, Turkey
Posted in: Africa, Currencies, Emerging Europe, Equities, FDI, Financials, General, Geopolitics, Middle East, Podcast, Political Risk, oil and gas
Tue Aug 3, 2010 17:06 BST |
Mexico’s Cemex, one of the top three cement producers in the world, has reported disappointing H1 2010 results, posting a net loss of US$642mn for the period. Although the results offer little in the way of optimism for the performance of the construction industry, they do align well with the BMI infrastructure team’s core views [Read more...]
Tags: cement, Cemex, Construction, Egypt, emerging markets, infrastructure, mexico, US
Posted in: General, Latin America, infrastructure
Fri May 14, 2010 17:36 BST |
Over the past several weeks we have heard about the gloomy outlook for consumer demand in developed markets. Household deleveraging in the US and the growing debt crisis in peripheral eurozone states suggest that a return to robust demand levels will be hard to come by. In this context, we examine the outlook for the [Read more...]

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Tags: Brazil, BRICs, China, Coca Cola, consumer, consumer demand, Deleveraging, developed markets, drink, Egypt, EM, emerging markets, Eurozone, food, Food & Drink, Nigeria, Peru, Poland, SAB Miller, Saudi Arabia, Turkey, Unilever, US
Posted in: Africa, Asia, China, FDI, General, Podcast, US
Fri Sep 11, 2009 15:31 BST |
Eight years after the ‘9/11’ terror attacks, the outcome of the subsequent ‘War on Terror’ is still inconclusive.
Overall, I have not really changed my view from the blog post I wrote on the seventh anniversary.
Neither ‘the West’ and its allied governments nor al-Qaeda and its offshoots have scored a decisive blow. In any case, as [Read more...]
Tags: 911, Afghanistan, Airlines plot, al-Qaeda, Egypt, eighth anniversary, Iraq, Islamist, Middle East, Pakistan, Saudi Arabia, terrorism, War on Terror
Posted in: General, Geopolitics, Middle East, Political Risk, US
Mon Jan 12, 2009 17:50 GMT |
I have been talking about the possibility of an Israeli incursion into Gaza on Business Monitor Online for about a year now, and one of the possibilities I have flagged up was that of Egyptian troops manning a new, de-Hamasified Gaza Strip, to allow Fatah to regain and consolidate control. As I said at the [Read more...]
Tags: Egypt, Gaza, Iran, israel, Mubarak, Muslim Brotherhood
Posted in: General, Geopolitics, Middle East, Political Risk