Europe Blogs

Pages

Russia: Growth Model Under Pressure

We believe that the sharp slowdown in Russia's economic activity so far this year is structural and not cyclical in nature. This means that there are no easy fixes in sight, and that growth will...

Read blog ›

Turkey At 90

Today, October 29, 2013, marks the 90th anniversary of the establishment of Turkey as a republic. Rather than reflect on the past, we will consider the country's future. The future of Turkey is of...

Read blog ›

BMI's Europe Equity Strategy

Despite rising investor concerns over a potential debt default in the United States, most major European equity indices have performed reasonably well over the past few days. Spain's IBEX Small Caps...

Read blog ›

Global FX Update: Sterling Firing Up

The continued slew of positive economic data coming out of the UK is proving a boon for the British pound, which has hit US$1.61/GBP and is up nearly 7% since the beginning of August. If the current...

Read blog ›

Microsoft's Mobile Future?

Microsoft's purchase of Nokia's mobile phone division signifies that the software giant is continuing its headlong rush into the mobile technology market. Existing Windows Phones have failed to...

Read blog ›

BETting On Romanian Equities

Having highlighted attractive technical pictures in a number of eurozone equity markets, most recently through adding a bullish Spanish Small Caps view to our Asset Class Strategy (see Business...

Read blog ›

Pages