Global Podcasts

Food Price Inflation: Where Are The Risks?

After three major food price spikes in the preceding five years, grain prices declined sharply over 2013, falling by an average of 25%. At BMI, we expect grain prices to head further south in 2014,...

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Pharma Majors Face 'Patent Cliff'

Multinational pharmaceutical companies face significant declines in revenue when the patents on their best-selling drugs expire, allowing for the diffusion of cheaper copies. BMI identifies two...

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Emerging Markets Feel The Heat

Central banks across key emerging markets are hiking interest rates in an attempt to shore up investor confidence in the face of tightening US monetary policy. Two of the latest emerging market...

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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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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...

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