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Emerging Markets: Testing Times In 2015

Emerging markets face testing times. Key themes for 2015 include currency weakness, the return of sovereign debt risk, and the ramifications of a new era for oil prices. Russia's crisis will rumble...

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Premium Automakers Set To Outperform

Though many automakers continue to underperform, premium brands such as Audi and BMW are surging ahead. While BMI has recently closed our bullish key market view on Daimler, we believe that the world...

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Urbanisation And Commodity Prices

One of the key drivers of high commodity prices in recent years has been urbanisation in the developing world. In China alone almost 300 million people have moved into cities since the turn of the...

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Rising Bond Yields In Emerging Markets

Since the end of the global recession in 2009, yields on emerging market bonds have headed ever lower, with historical lows recorded earlier this year in Poland, Mexico, Turkey and South Africa.  In...

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