Asia’s economies are already in recovery mode, but there are still many uncertainties ahead. In a ‘Webinar’ held with the American Chamber of Commerce (AMCHAM) in Singapore, BMI analysts Yoel Sano and Eugene Leow discuss the following questions: • Which economies will be outperformers in 2009 and 2010, and why? • Are Asian economies decoupling… [Read more]
BMI’s Justin Patrie cautions against premature excitement following the release of Q2 GDP data for several CEE and eurozone economies. Nevertheless, differentiation will remain key and the usual suspects (i.e. Turkey and Poland) continue to stand out as the ideal relative value play.
BMI Global Economist, Tim Cooper, shares his views on what the latest slowdown in job losses means for the US economy and financial markets.
There’s been some talk (again) lately that ‘decoupling’ is taking place – that is, emerging economies are growing or recovering despite the ongoing recession in the developed states. An article in today’s Financial Times shows what I mean. I am skeptical. Lest you forget, decoupling was all the rage in 2007, when the Western world… [Read more]
Markus Schneider and Lisa Lewin from BMI’s Africa desk introduce next month’s theme of Business Monitor’s ‘Roundtable Discussion’. With the global recession in full swing, why will Sub-Saharan Africa outperform most EM regions?
After Thursday’s European Central Bank (ECB) announcement that they were cutting rates by 25 basis points to 1.00% and pumping ever more money into the markets, Business Monitor International’s Global Economic Strategist, David Snowdon, appeared on CNBC to talk about the move. At the core of the ECB’s decision was the realisation of quite how… [Read more]
With Q1 2009 GDP data emerging, many people are asking, ‘is this the bottom of the current recession?’ My point of view is that if Q1 2009 is not the bottom, then H1 2009 (i.e. the first half of 2009) probably is. In this regard, there have been some encouraging signs in Asia. The pace… [Read more]
