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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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Emerging Market Currencies On The Edge

Two weeks ago in our online service, we outlined the degree to which emerging markets (EMs) remained vulnerable to rising US yields even after a significant sell-off between May and September. With...

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Urbanisation And Commodity Prices

One of the key drivers of high commodity prices in recent years has been urbanisation in the developing world. In China alone almost 300 million people have moved into cities since the turn of the...

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Global Equities: DM Surging Against EM

Over the long run, we continue to favour developed market (DM) over emerging market (EM) stocks, as the structural underpinnings in DM turn into tailwinds, while those of EM turn into headwinds. In...

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