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OPEC's Decision: Global Implications

Our expectation that OPEC would coordinate modest cuts in production has not played out, with the group deciding to maintain the 30mn b/d ceiling and let the markets take their course. Our risk...

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AEC: Assessing The Regional Impact

Progress towards the ASEAN Economic Community (AEC), though slow, will continue to take place. Further economic integration and liberalisation under AEC goals will provide a continued tailwind to...

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Gold Price Rally: Implications

Gold has rallied strongly in recent trading, and a decisive push above USD1,320/oz would have significant implications. First, it would suggest that prices will rally further in the coming weeks,...

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Mining M&A To Pick Up

BMI expects global mining M&A to pick up over the coming quarters. This will be driven by the low valuations of mining firms, the push for operational efficiency in the mining space, as well as...

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Palm Oil Price Forecast

BMI's Commodities team expects palm oil prices to head higher over the years to 2018 on the back of growing market tightness and rising demand from emerging markets. This week's podcast features...

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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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