BMI‘s Infrastructure team has identified Australia as our favourite developed market, and here are the crucial reasons why I like Australia. Sophisticated Project Finance operations: Australia comes top in BMI’s global Project Finance Ratings. The country was one of the first to embark on the public private partnership (PPP) scheme using private funding to develop… [Read more]
We revisit the theme of China’s procurement of natural resources on a massive scale, and its impact on commodity markets. Matt Mirecki and Cedric Chehab discuss the sustainability of Chinese strategic stockpiling of metals and grains in light of persisting over-capacity in the economy. Cedric further explains why his outlook for the general commodity complex… [Read more]
Some investors have been astonished by the run–up in raw material prices so far this year – after all, chocolate was not supposed to be high on the shopping list in a global recession! Well, the resurgence of commodities should not come as a surprise to Risk Watchdog’s faithful readership. My colleagues at BMI have… [Read more]
