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Mexico: What Next For Energy Reform?

There have recently been indications that Mexico's final energy reform bill could be far more wide-reaching and investor-friendly than initially expected. Should this prove to be the case, we would...

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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...

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Gulf States: Key Themes For 2014

We retain a generally positive view of the Gulf Cooperation Council (GCC) states' prospects, as we head into 2014. While headline economic growth should slow, mainly because of smaller gains in...

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Is The Myanmar Hype Justified?

Is the investor hype surrounding Myanmar over the past year justified? Can Myanmar’s tentative political and economic liberalisation be maintained? What is the outlook for the kyat currency? What...

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BMI On Global Commodity Prices Outlook

Below, we list our latest views on selected global commodities: We expect a consolidation in oil and industrial metal prices over the coming weeks. Further gains from recent lows are likely for...

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