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Forthcoming Special Reports From BMI

We are currently producing several special reports for release in December 2013 and January 2014. First up, as you might expect, we are working on our outlook for 2014, which will cover the global...

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Three Key Geopolitical Developments

The past few days have seen three key geopolitical developments. Iran and the 'Great Powers': Iran and the so-called P5+1 powers clinched a landmark interim deal on the Islamic Republic's nuclear...

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Global Currencies: Pound Strong, Yen Weak

Sterling has been range-bound against the US dollar for most of the past four years, and although we have a short-term bullish bias towards cable, it still faces stiff resistance in the US$1.63/GBP...

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Mexico: What Next For Energy Reform?

There have recently been indications that Mexico's final energy reform bill could be far more wide-reaching and investor-friendly than initially expected. Should this prove to be the case, we would...

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Sino-Japanese Conflict Risk Scenarios

A skirmish or even limited conflict between Japanese and Chinese military forces over the disputed Senkaku/Diaoyu Islands cannot be ruled out over the coming years. In a special feature published on...

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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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