Although a deal on private sector writedowns of Greek debt has yet to be reached, the risk rally that began in October 2011 remains in place. Measures taken by the European Central Bank, such as cutting interest rates and providing unlimited banking sector liquidity, have certainly helped stabilise financial markets in the eurozone and beyond… [Read more]
Towards the end of 2010 our global team identified nine key global themes for 2011, ranging from an intensification of the eurozone debt crisis to ‘all eyes on China’. With 2011 now coming to a close, Mark Schaltuper, BMI’s Head of Europe Country Risk is joined by Global Economic Strategist Tim Cooper to see how… [Read more]
It is hard to be upbeat towards Western economies right now, with so much bad data coming out of the US, and the eurozone struggling to hold itself together. Indeed, people could be forgiven for thinking that the West is down and out. However, this could be premature. One of the charts that has intrigued… [Read more]
The tenth anniversary of the 9/11 terror attacks on the United States is an opportune time to reflect on the enduring consequences of that event and how the world has changed over the past decade, and speculate about what lies ahead. To mark the anniversary, Business Monitor Online last week published a special feature discussing… [Read more]
One of the megatrends affecting emerging markets (EMs) is rapid urbanisation. This is often used to justify expectations of economic growth. As BMI mentioned in a special report, ‘Mega-Urban Regions: Investment Opportunities And Risks’, published in Business Monitor Online in June 2008, urbanisation typically has the following implications for economic growth: Structural economic changes (typically… [Read more]
Emerging Markets will dominate the world. Or will they? And if they do, what will this mean? And if they don’t, what will stop them? This week, on Business Monitor Online and in our weekly Emerging Markets Monitor magazine, we are running a special feature on the future of Emerging Markets. True, we write about… [Read more]
The United Nations has published its latest population forecasts for the world from now to 2100. The accompanying press release is worth reading, and the online database has been updated accordingly. Of note, the UN sees the world population rising to 10.1bn in 2100, with Africa’s population more than tripling to 3.6bn over the next… [Read more]
