Europe Country Risk Blogs

Global Markets: EM Looking Good Versus DM

After adopting a neutral view on developed markets (DM) over emerging markets (EM) equities a couple of months ago, following an almost four-year run of being bullish towards DM over EM, we are...

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Global Emerging Markets Update

Below is a selection of our key emerging views, as taken from the latest edition of our weekly Emerging Markets Monitor publication. We expect currencies in Emerging Asia to outperform the US...

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Emerging Markets Update

Below is a selection of key financial market stories published in Business Monitor Online over the past week. Global FX Strategy Our overriding FX view is for a stronger US dollar over the long...

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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...

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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...

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