New BMI Special Reports Now Available
Business Monitor International (BMI) has just published several special reports on key themes affecting the global economy and businesses.
The most topical of these right now is our report, Iran-US Rapprochement: Historic Opportunities Beckon, in which we outline three scenarios for how the tentative reconciliation could play out over the course of 2014-2015, and their impact on the global oil market. We also discuss economic opportunities that could arise, and how the geopolitics of the Middle East could change dramatically, if Washington and Tehran can achieve a decisive breakthrough.
We have also published Infrastructure Outlook 2014: Global Macro Trends Favour Developed Markets, in which we argue that 2014 will mark the year when infrastructure investments in developed states regain their lustre for investors. This will be the case in North America, Western Europe, and Asia. By contrast, risk premiums will rise for emerging market projects, translating into higher cost of financing. Therefore, countries with the most sophisticated regulatory frameworks will outperform.
Also noteworthy is our report, Autos: Key Engines Of Growth In 2014. On the whole, the automotive industry should see a better year. We believe the European market is slowly turning a corner, Chinese car demand is buoyant, and the US is returning to its pre-crisis levels of 16mn units. Against this backdrop, companies can look towards the next new trends and areas of growth. We look at examples of recent developments in areas such as emerging production bases, vehicle financing, technology, and the supply segment, as well as some of the companies involved in these trends. Moreover, we are not just looking at these themes on a global level, but we also identify business areas in particular countries or regions, which we believe are worth consideration for the year ahead.
In Case You Missed It…
For those of you who missed it over the hectic pre-Christmas period, we published our 2014 special report, Developed States To Lead Global Recovery In 2014, on December 20. The overall global theme for this year is one of moderately diminished economic and political uncertainty, with leading indicators suggesting that the global economic engine is set to have its major pistons firing simultaneously for the first time since 2010. There are near-term crisis risks in some emerging market (EM) countries, but EM in general is arguably better insulated from crisis now than in previous decades, and our focus is more on the long-term structural and institutional problems faced by policymakers, rather than an economic collapse.
More To Come
The above are just some of our recent special reports. Over the next few days, we will be publishing:
- A New Roadmap For The Eurozone, 2014-2018
- Five Burning Themes In Global Coal
- Africa Mining: Top Growth Markets For 2014 And Beyond
- Africa Telecoms Outlook: Key Markets And Trends In 2014
Further details will emerge on this blog and in our online store.