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A New Dawn For Solar Power

After years of underperformance, the global solar power industry is set for a turnaround. Demand is rising in key markets, and technological advancement is increasing efficiency while cutting costs....

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Much At Stake For Iran In Iraq Crisis

Much is at stake for Iran, as fighting continues in Iraq between government forces and the Islamic State in Iraq and the Levant (ISIS). Iran's major concern is that the weakening of Iraqi Prime...

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Mining M&A To Pick Up

BMI expects global mining M&A to pick up over the coming quarters. This will be driven by the low valuations of mining firms, the push for operational efficiency in the mining space, as well as...

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Ukraine Crisis: Global Ramifications

Russia's decision to intervene in Crimea, Ukraine, has several geopolitical ramifications: 1: It demonstrates Russia's willingness and ability to defend its interests militarily in the 'near abroad...

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Sterling On The Move

Expectations are mounting from some quarters that the Bank of England (BoE) may be the next major developed world central bank in line to raise policy rates. Various futures and swap...

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Equities Stabilising?

Equities are not out of the woods yet, but we are watching for signs of a potential end to the current correction. For the US Dow Jones, there is major support at 15,000, at which stage we believe...

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US Treasury Yields To Rise Again

Since failing to break 3.00% in early January, the US 10-year Treasury yield has fallen back to 2.70%. Although we maintain our view that underlying US macroeconomic strength will drive yields higher...

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Three Key Geopolitical Developments

The past few days have seen three key geopolitical developments. Iran and the 'Great Powers': Iran and the so-called P5+1 powers clinched a landmark interim deal on the Islamic Republic's nuclear...

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US Congressional Deal: Key Implications

After 16 days of government shutdown, US political leaders have reached a deal to end the fiscal and debt stalemate in Washington. The deal will fund the government through to January 15, 2014, and...

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