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Not All Internet Content Created Equal

A decision with huge global implications transpired in mid-January, when the US Court of Appeals struck down a Federal Communications Commission (FCC) order from 2010 that forced Internet service...

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Equities Stabilising?

Equities are not out of the woods yet, but we are watching for signs of a potential end to the current correction. For the US Dow Jones, there is major support at 15,000, at which stage we believe...

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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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US Treasury Yields To Rise Again

Since failing to break 3.00% in early January, the US 10-year Treasury yield has fallen back to 2.70%. Although we maintain our view that underlying US macroeconomic strength will drive yields higher...

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Top Asian Telecom Markets In 2014

Several Asian countries are set to see their telecoms industries experience major shifts over the coming year. Changes to the regulatory environment could have significant impacts in Vietnam and...

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